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  Limbach Holdings, Inc. (LMB)
← All LMB superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% <0.01 $69.58–100.70 · VW $84.15i SEC
2025   Q4 5,892 <0.01 Reduce 62.57% <0.01 $65.08–103.36 · VW $83.43i $458,692 SEC
2025   Q3 15,740 <0.01 Add 0.15% $91.59–154.05 · VW $117.74i $1,528,669 SEC
2025   Q2 15,717 0.01 Buy 0.01 $63.02–144.00 · VW $111.01i $2,201,952 SEC
Price snapshot:
Current price$73.14
52-week low$65.08
52-week high$151.40