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  Luxexperience Bv (LUXE)
← All LUXE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% <0.01 $7.00–11.38 · VW $8.81i SEC
2025   Q4 50,258 <0.01 Add 64.76% <0.01 $7.53–10.19 · VW $8.96i $419,654 SEC
2025   Q3 30,504 <0.01 Add 0.15% $7.06–9.88 · VW $8.36i $259,284 SEC
2025   Q2 30,459 <0.01 Buy <0.01 $6.18–10.89 · VW $8.28i $241,844 SEC
2023   Q3 0 0.00 Sell 100.00% <0.01 $3.02–4.88 · VW $3.81i SEC
2023   Q2 51,576 <0.01 Reduce 53.27% <0.01 $3.46–7.73 · VW $4.71i $206,304 SEC
2023   Q1 110,376 <0.01 Add 46.53% <0.01 $5.87–12.54 · VW $8.80i $775,943 SEC
2022   Q4 75,327 <0.01 Reduce 9.15% <0.01 $8.29–12.99 · VW $10.36i $671,164 SEC
2022   Q3 82,917 <0.01 Add 0.47% $9.31–15.90 · VW $13.03i $955,000 SEC
2022   Q2 82,527 <0.01 Add 33.05% <0.01 $9.06–13.30 · VW $11.27i $815,000 SEC
2022   Q1 62,029 <0.01 Add 12.17% <0.01 $10.74–22.68 · VW $14.95i $759,000 SEC
2021   Q4 55,300 <0.01 Buy <0.01 $18.51–31.20 · VW $24.95i $1,173,000 SEC