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  Modine Manufacturing Co. (MOD)
← All MOD superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 29,042 0.04 Add 102.96% 0.02 $180.82–323.25 · VW $260.99i $6,293,692 SEC
2025   Q4 14,309 0.01 Reduce 56.00% 0.01 $111.18–243.80 · VW $194.08i $1,910,395 SEC
2025   Q3 32,523 0.02 Add 67.94% <0.01 $120.01–166.94 · VW $149.69i $4,623,470 SEC
2025   Q2 19,366 0.01 Buy 0.01 $86.48–145.30 · VW $122.64i $1,907,551 SEC
Price snapshot:
Current price$234.28
Avg. buy price$167.17
+/- since buy40.14%
52-week low$88.48
52-week high$323.25