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 Loma Negra Compañía Industrial Argentina Sociedad Anónima (LOMA)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2025 Q3	0	0.00	Sell 100.00%	0.01	$7.04–12.59 · VW $9.24i		SEC
2025 Q2	187,687	0.01	Buy	0.01	$8.57–14.17 · VW $11.71i	$2,058,926	SEC

Price snapshot:

Current price$11.15

52-week low$7.04

52-week high$13.20