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
← All IRS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 94,136 0.01 Reduce 8.53% <0.01 $13.51–19.14 · VW $16.15i $1,525,945 SEC
2025   Q4 102,911 0.01 Add 7.98% <0.01 $10.87–17.21 · VW $14.90i $1,702,148 SEC
2025   Q3 95,306 <0.01 Reduce 41.74% <0.01 $11.29–16.83 · VW $13.91i $1,128,423 SEC
2025   Q2 163,598 0.01 Buy 0.01 $10.61–16.15 · VW $14.03i $2,278,920 SEC
Price snapshot:
Current price$15.13
Avg. buy price$14.12
+/- since buy7.13%
52-week low$10.87
52-week high$19.14