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  Pool Corp. (POOL)
← All POOL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q2 0 0.00 Sell 100.00% 0.01 $282.22–326.70 · VW $300.14i SEC
2025   Q1 5,617 0.01 Reduce 5.79% <0.01 $311.45–374.74 · VW $341.79i $1,788,172 SEC
2024   Q4 5,962 0.01 Add 62.36% <0.01 $337.58–395.60 · VW $363.56i $2,032,684 SEC
2024   Q3 3,672 <0.01 Add 5.37% <0.01 $293.51–383.01 · VW $355.27i $1,383,610 SEC
2024   Q2 3,485 <0.01 Add 5.73% <0.01 $299.24–403.61 · VW $353.58i $1,071,045 SEC
2024   Q1 3,296 <0.01 Reduce 2.92% <0.01 $361.16–422.73 · VW $392.29i $1,329,936 SEC
2023   Q4 3,395 <0.01 Buy <0.01 $308.46–405.01 · VW $347.71i $1,353,620 SEC
2020   Q4 0 0.00 Sell 100.00% 0.01 $318.89–391.50 · VW $350.35i SEC
2020   Q3 14,250 0.01 Add 19.04% <0.01 $267.76–342.15 · VW $314.78i $4,767,000 SEC
2020   Q2 11,971 0.01 Add 9.91% <0.01 $176.19–273.45 · VW $238.53i $3,255,000 SEC
2020   Q1 10,892 0.01 Reduce 6.98% <0.01 $160.35–238.23 · VW $205.89i $2,143,000 SEC
2019   Q4 11,709 0.01 Add 15.68% <0.01 $194.73–228.19 · VW $208.99i $2,487,000 SEC
2019   Q3 10,122 0.01 Add 1.15% <0.01 $175.91–204.97 · VW $192.28i $2,042,000 SEC
2019   Q2 10,007 0.01 Add 7.74% <0.01 $159.71–193.03 · VW $180.38i $1,911,000 SEC
2019   Q1 9,288 0.01 Add 7.04% <0.01 $141.82–166.40 · VW $156.10i $1,532,000 SEC
2018   Q4 8,677 0.01 Add 46.67% <0.01 $136.83–168.08 · VW $151.73i $1,290,000 SEC
2018   Q3 5,916 0.01 Add 9.03% <0.01 $146.64–175.87 · VW $160.97i $987,000 SEC
2018   Q2 5,426 0.01 Add 12.22% <0.01 $135.76–157.52 · VW $144.47i $822,000 SEC
2018   Q1 4,835 0.01 Add 42.42% <0.01 $123.88–150.26 · VW $138.50i $707,000 SEC
2017   Q4 3,395 <0.01 Add 77.47% <0.01 $107.92–131.83 · VW $121.99i $440,000 SEC
2017   Q3 1,913 <0.01 Buy <0.01 $97.25–121.91 · VW $106.49i $207,000 SEC
Price snapshot:
Current price$210.82
52-week low$172.68
52-week high$337.46