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  HEICO Corp. (HEI)
← All HEI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q4 0 0.00 Sell 100.00% <0.01 $130.69–152.49 · VW $143.56i SEC
2021   Q3 16,074 <0.01 Add 3.57% <0.01 $122.94–151.60 · VW $137.69i $2,120,000 SEC
2021   Q2 15,520 <0.01 Add 7.68% <0.01 $125.27–148.95 · VW $133.68i $2,164,000 SEC
2021   Q1 14,413 <0.01 Add 9.88% <0.01 $117.06–142.89 · VW $133.47i $1,813,000 SEC
2020   Q4 13,117 <0.01 Buy <0.01 $115.57–141.31 · VW $127.55i $1,737,000 SEC
Price snapshot:
Current price$344.11
52-week low$256.02
52-week high$369.48