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  W.W. Grainger, Inc. (GWW)
← All GWW superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2015   Q4 0 0.00 Sell 100.00% <0.01 $176.85–213.97 · VW $195.84i SEC
2015   Q3 1,246 <0.01 Reduce 99.79% 2.76 $194.42–233.00 · VW $212.47i $268,000 SEC
2015   Q2 603,823 2.77 Reduce 2.35% 0.07 $221.67–251.90 · VW $234.09i $142,895,000 SEC
2015   Q1 618,349 2.84 Add 5.96% 0.16 $228.05–252.87 · VW $243.12i $145,770,000 SEC
2014   Q4 583,562 3.06 Reduce 3.52% 0.12 $229.04–261.57 · VW $242.15i $148,744,000 SEC
2014   Q3 604,852 3.42 Reduce 3.19% 0.11 $223.92–258.19 · VW $242.97i $152,211,000 SEC
2014   Q2 624,805 3.47 Reduce 4.64% 0.17 $234.80–269.69 · VW $246.55i $158,869,000 SEC
2014   Q1 655,199 3.58 Add 0.30% 0.01 $228.19–259.38 · VW $247.32i $165,543,000 SEC
2013   Q4 653,228 3.69 Reduce 4.56% 0.19 $232.26–273.00 · VW $246.58i $166,847,000 SEC
2013   Q3 684,442 4.12 Reduce 4.86% 0.22 $245.01–276.38 · VW $263.45i $179,125,000 SEC
2013   Q2 719,389 4.56 Buy 4.56 $240.81–269.17 · VW $257.37i $181,416,000 SEC
Price snapshot:
Current price$1,391.68
52-week low$902.98
52-week high$1,400.00