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  IDEXX Laboratories, Inc. (IDXX)
← All IDXX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 695,811 2.70 Reduce 27.56% 0.77 $548.51–726.41 · VW $635.74i $390,969,243 SEC
2025   Q4 960,537 2.78 Reduce 14.78% 0.35 $600.57–769.98 · VW $689.75i $649,831,919 SEC
2025   Q3 1,127,147 2.34 Reduce 5.71% 0.11 $506.91–688.12 · VW $598.17i $720,123,065 SEC
2025   Q2 1,195,425 1.97 Buy 1.97 $356.14–537.47 · VW $461.63i $641,154,277 SEC
Price snapshot:
Current price$564.21
Avg. buy price$536.34
+/- since buy5.20%
52-week low$506.91
52-week high$769.98