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  Installed Building Products, Inc. (IBP)
← All IBP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q3 0 0.00 Sell 100.00% <0.01 $177.59–280.00 · VW $233.29i SEC
2025   Q2 4,335 <0.01 Reduce 72.30% <0.01 $150.83–184.49 · VW $167.59i $781,687 SEC
2025   Q1 15,650 0.01 Reduce 0.65% <0.01 $159.76–214.10 · VW $179.36i $2,683,282 SEC
2024   Q4 15,752 0.01 Reduce 12.31% <0.01 $170.03–259.59 · VW $214.54i $2,760,477 SEC
2024   Q3 17,963 0.01 Add 37.20% <0.01 $195.34–281.04 · VW $238.69i $4,423,687 SEC
2024   Q2 13,093 0.01 Buy 0.01 $191.65–263.76 · VW $222.83i $2,693,047 SEC
Price snapshot:
Current price$222.53
52-week low$180.57
52-week high$345.54