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  Neogen Corp (NEOG)
← All NEOG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2020   Q1 0 0.00 Sell 100.00% <0.01 $24.45–36.51 · VW $31.86i SEC
2019   Q4 27,936 <0.01 Add 15.61% <0.01 $31.17–35.60 · VW $32.97i $912,000 SEC
2019   Q3 24,164 <0.01 Add 1.38% <0.01 $29.94–39.92 · VW $34.87i $823,000 SEC
2019   Q2 23,836 <0.01 Add 7.70% <0.01 $27.23–31.95 · VW $29.48i $740,000 SEC
2019   Q1 22,132 <0.01 Add 8.63% <0.01 $25.30–32.58 · VW $29.55i $635,000 SEC
2018   Q4 20,374 <0.01 Add 44.48% <0.01 $26.05–37.13 · VW $31.24i $581,000 SEC
2018   Q3 14,102 <0.01 Add 9.15% <0.01 $34.92–48.69 · VW $41.28i $504,000 SEC
2018   Q2 12,920 <0.01 Add 12.09% <0.01 $32.34–42.23 · VW $37.19i $518,000 SEC
2018   Q1 11,526 <0.01 Add 42.45% <0.01 $27.05–33.90 · VW $30.48i $386,000 SEC
2017   Q4 8,091 <0.01 Buy <0.01 $27.41–32.22 · VW $30.25i $250,000 SEC