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  Powell Industries, Inc. (POWL)
← All POWL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 52,455 0.07 Reduce 14.04% <0.01 $157.50–328.00 · VW $256.64i $9,460,784 SEC
2025   Q4 61,023 0.03 Reduce 12.91% <0.01 $102.33–204.17 · VW $160.34i $6,484,304 SEC
2025   Q3 70,071 0.02 Reduce 7.21% <0.01 $83.85–137.67 · VW $109.75i $7,119,447 SEC
2025   Q2 75,519 0.02 Buy 0.02 $54.75–94.67 · VW $79.38i $5,297,658 SEC
Price snapshot:
Current price$225.66
Avg. buy price$70.15
+/- since buy221.68%
52-week low$68.15
52-week high$327.89