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  Oppfi Inc (OPFI)
← All OPFI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% <0.01 $7.36–10.70 · VW $9.10i SEC
2025   Q4 40,472 <0.01 Reduce 33.64% <0.01 $9.00–11.69 · VW $10.09i $423,337 SEC
2025   Q3 60,986 <0.01 Add 0.35% $9.32–14.97 · VW $11.15i $690,971 SEC
2025   Q2 60,773 <0.01 Buy <0.01 $7.54–15.03 · VW $11.90i $850,214 SEC