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  IES Holdings, Inc. (IESC)
← All IESC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 11,953 0.04 Add 9.25% <0.01 $368.17–537.70 · VW $449.16i $5,695,246 SEC
2025   Q4 10,941 0.02 Reduce 9.91% <0.01 $340.13–482.35 · VW $403.40i $4,256,268 SEC
2025   Q3 12,144 0.02 Reduce 12.13% <0.01 $281.35–404.27 · VW $351.33i $4,829,062 SEC
2025   Q2 13,821 0.01 Buy 0.01 $146.51–298.31 · VW $236.00i $4,094,195 SEC
Price snapshot:
Current price$602.91
Avg. buy price$311.49
+/- since buy93.56%
52-week low$291.55
52-week high$804.00