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  Ollie's Bargain Outlet Holdings, Inc. (OLLI)
← All OLLI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q3 0 0.00 Sell 100.00% <0.01 $122.94–141.74 · VW $131.77i SEC
2025   Q2 7,749 <0.01 Reduce 13.88% <0.01 $100.94–134.59 · VW $115.16i $1,021,163 SEC
2025   Q1 8,998 <0.01 Reduce 28.60% <0.01 $94.88–116.79 · VW $107.49i $1,047,007 SEC
2024   Q4 12,603 <0.01 Reduce 0.04% $86.88–120.03 · VW $100.05i $1,382,927 SEC
2024   Q3 12,608 <0.01 Reduce 1.50% $86.05–104.98 · VW $95.34i $1,225,498 SEC
2024   Q2 12,800 <0.01 Buy <0.01 $68.05–100.44 · VW $82.82i $1,256,576 SEC
2020   Q2 0 0.00 Sell 100.00% <0.01 $43.58–105.20 · VW $80.29i SEC
2020   Q1 22,819 <0.01 Add 67.75% <0.01 $28.83–65.82 · VW $49.62i $1,057,000 SEC
2019   Q4 13,603 <0.01 Add 15.69% <0.01 $53.60–70.99 · VW $63.42i $888,000 SEC
2019   Q3 11,758 <0.01 Add 1.06% $54.27–89.23 · VW $67.66i $689,000 SEC
2019   Q2 11,635 <0.01 Add 8.07% <0.01 $84.04–103.03 · VW $93.23i $1,014,000 SEC
2019   Q1 10,766 <0.01 Add 7.26% <0.01 $64.76–89.97 · VW $81.08i $919,000 SEC
2018   Q4 10,037 <0.01 Add 12.74% <0.01 $59.72–97.61 · VW $82.43i $668,000 SEC
2018   Q3 8,903 <0.01 Add 9.16% <0.01 $66.40–96.35 · VW $81.84i $856,000 SEC
2018   Q2 8,156 <0.01 Reduce 30.89% <0.01 $54.70–77.50 · VW $68.08i $591,000 SEC
2018   Q1 11,802 0.01 Add 42.38% <0.01 $50.15–62.05 · VW $56.66i $712,000 SEC
2017   Q4 8,289 <0.01 Add 77.61% <0.01 $42.36–54.30 · VW $47.77i $441,000 SEC
2017   Q3 4,667 <0.01 Buy <0.01 $40.90–46.70 · VW $43.90i $217,000 SEC
Price snapshot:
Current price$65.33
52-week low$60.29
52-week high$141.74