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  Karooooo Ltd. (KARO)
← All KARO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 0.01 $42.11–52.60 · VW $47.62i SEC
2025   Q4 74,821 0.01 Reduce 9.43% <0.01 $41.25–58.45 · VW $46.55i $3,404,356 SEC
2025   Q3 82,608 0.02 Reduce 2.55% <0.01 $44.32–60.53 · VW $50.82i $4,718,569 SEC
2025   Q2 84,767 0.01 Add 1128.69% <0.01 $35.88–63.36 · VW $50.06i $4,151,888 SEC
2025   Q1 6,899 <0.01 Reduce 48.02% <0.01 $37.00–50.54 · VW $45.07i $293,483 SEC
2024   Q4 13,273 <0.01 Add 24.82% <0.01 $37.01–50.50 · VW $43.11i $599,276 SEC
2024   Q3 10,634 <0.01 Buy <0.01 $28.04–43.79 · VW $36.38i $421,425 SEC
2024   Q2 0 0.00 Sell 100.00% <0.01 $23.35–37.11 · VW $29.43i SEC
2024   Q1 9,250 <0.01 $25.06 $231,805 SEC
2023   Q4 9,250 0.20 Reduce 84.23% <0.01 $18.59–26.53 · VW $23.91i $81,021,086 SEC
2023   Q3 58,641 <0.01 Reduce 51.81% <0.01 $19.52–26.73 · VW $23.31i $1,167,542 SEC
2023   Q2 121,677 0.01 Reduce 4.64% <0.01 $20.00–25.23 · VW $22.97i $2,847,242 SEC
2023   Q1 127,603 0.01 Add 175.88% <0.01 $21.50–29.99 · VW $25.11i $2,960,390 SEC
2022   Q4 46,253 <0.01 Add 6.44% <0.01 $20.00–25.68 · VW $22.93i $1,077,695 SEC
2022   Q3 43,453 <0.01 Reduce 1.52% $20.20–30.40 · VW $25.77i $1,034,000 SEC
2022   Q2 44,123 <0.01 Add 7.14% <0.01 $20.00–36.00 · VW $27.09i $949,000 SEC
2022   Q1 41,184 <0.01 $29.65 $1,221,000 SEC
2021   Q4 41,184 <0.01 Add 6.74% <0.01 $29.10–40.81 · VW $34.36i $1,679,000 SEC
2021   Q3 38,584 <0.01 Add 1.10% $28.03–38.88 · VW $33.97i $1,139,000 SEC
2021   Q2 38,164 <0.01 Buy <0.01 $28.60–42.50 · VW $35.71i $1,403,000 SEC
Price snapshot:
Current price$57.19
52-week low$41.25
52-week high$60.53