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  Mueller Industries, Inc. (MLI)
← All MLI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 5,538 <0.01 Add 1.80% $53.63–69.64 · VW $60.78i $306,805 SEC
2025   Q4 5,440 <0.01 Reduce 45.35% <0.01 $48.26–59.46 · VW $54.48i $312,256 SEC
2025   Q3 9,954 <0.01 Buy <0.01 $39.28–51.38 · VW $45.70i $503,224 SEC
Price snapshot:
Current price$56.44
Avg. buy price$50.64
+/- since buy11.45%
52-week low$40.74
52-week high$70.95