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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  Liquidity Svcs Inc (LQDT)
← All LQDT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q4 0 0.00 Sell 100.00% <0.01 $21.67–32.40 · VW $27.68i SEC
2025   Q3 40,688 <0.01 Add 0.15% $22.30–28.72 · VW $25.58i $1,116,072 SEC
2025   Q2 40,628 <0.01 Buy <0.01 $22.58–32.58 · VW $26.84i $958,415 SEC
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Quotes delayed 15 minutes for NASDAQ, NYSE and AMEX. 13F holdings sourced from SEC EDGAR filings.
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