Dan Polen - Polen Capital Management LLC

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 Lindblad Expeditions Holdings, Inc. (LIND)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2026 Q1	102,127	0.01	Buy	0.01	$13.91–21.23 · VW $17.61i	$1,766,797	SEC

Price snapshot:

Current price$26.49

Avg. buy price$17.30

+/- since buy53.12%

52-week low$11.37

52-week high$30.00