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  Goosehead Insurance, Inc. (GSHD)
← All GSHD superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q3 0 0.00 Sell 100.00% 0.01 $69.62–104.72 · VW $85.77i SEC
2025   Q2 16,369 0.01 Reduce 73.30% 0.01 $86.04–114.76 · VW $103.92i $1,727,093 SEC
2025   Q1 61,317 0.02 Reduce 27.27% <0.01 $95.68–127.99 · VW $112.70i $7,239,086 SEC
2024   Q4 84,310 0.02 Reduce 20.36% <0.01 $86.93–130.39 · VW $109.50i $9,039,681 SEC
2024   Q3 105,858 0.02 Reduce 17.97% <0.01 $55.08–94.60 · VW $80.71i $9,453,086 SEC
2024   Q2 129,053 0.02 Reduce 2.23% <0.01 $50.47–69.10 · VW $59.26i $7,412,778 SEC
2024   Q1 132,002 0.02 Reduce 13.14% 0.03 $60.00–92.76 · VW $75.28i $8,793,991 SEC
2023   Q4 151,971 0.20 Reduce 31.51% 0.01 $63.51–79.80 · VW $72.07i $81,021,086 SEC
2023   Q3 221,873 0.04 Reduce 3.58% <0.01 $58.38–79.40 · VW $68.35i $16,536,221 SEC
2023   Q2 230,102 0.04 Reduce 20.86% <0.01 $49.42–64.22 · VW $57.83i $14,471,098 SEC
2023   Q1 290,768 0.04 Reduce 0.75% <0.01 $31.21–55.00 · VW $43.26i $15,178,090 SEC
2022   Q4 292,967 0.03 Reduce 6.51% <0.01 $29.23–43.66 · VW $37.07i $10,060,487 SEC
2022   Q3 313,367 0.03 Add 34.96% <0.01 $35.18–71.04 · VW $50.16i $11,168,000 SEC
2022   Q2 232,196 0.03 Add 7.49% <0.01 $39.00–80.37 · VW $52.49i $10,604,000 SEC
2022   Q1 216,022 0.03 Add 17.94% <0.01 $62.40–133.11 · VW $86.50i $16,973,000 SEC
2021   Q4 183,163 0.04 Add 15.20% <0.01 $118.01–181.30 · VW $143.20i $23,826,000 SEC
2021   Q3 158,994 0.04 Add 8.54% <0.01 $107.58–163.61 · VW $131.31i $24,213,000 SEC
2021   Q2 146,481 0.04 Add 17.18% <0.01 $78.86–130.77 · VW $104.08i $18,647,000 SEC
2021   Q1 125,010 0.03 Add 61.44% 0.01 $103.69–174.79 · VW $132.37i $13,399,000 SEC
2020   Q4 77,433 0.02 Add 23.83% <0.01 $82.01–134.52 · VW $115.69i $9,661,000 SEC
2020   Q3 62,534 0.01 Buy 0.01 $75.22–115.11 · VW $92.10i $5,415,000 SEC
Price snapshot:
Current price$54.87
52-week low$33.68
52-week high$104.00