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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  Itron, Inc. (ITRI)
← All ITRI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q3 0 0.00 Sell 100.00% <0.01 $117.14–140.04 · VW $125.28i SEC
2025   Q2 8,703 <0.01 Buy <0.01 $90.11–134.52 · VW $114.47i $1,145,576 SEC
Price snapshot:
Current price$83.39
52-week low$77.77
52-week high$142.00
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Quotes delayed 15 minutes for NASDAQ, NYSE and AMEX. 13F holdings sourced from SEC EDGAR filings.
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