Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  GPGI, Inc. (GPGI)
← All GPGI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 33,406 <0.01 Add 0.03% $15.84–26.50 · VW $20.26i $571,243 SEC
2025   Q4 33,395 <0.01 $19.28 $643,856 SEC
2025   Q3 33,395 <0.01 Reduce 75.40% <0.01 $13.68–21.00 · VW $17.91i $695,284 SEC
2025   Q2 135,767 0.01 Buy 0.01 $9.24–14.92 · VW $12.69i $1,912,957 SEC
Price snapshot:
Current price$14.26
Avg. buy price$14.09
+/- since buy1.20%
52-week low$11.22
52-week high$26.77