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  Red Violet Inc (RDVT)
← All RDVT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 0.01 $33.40–53.72 · VW $42.76i SEC
2025   Q4 30,328 0.01 Add 0.31% $49.66–64.14 · VW $54.54i $1,727,180 SEC
2025   Q3 30,233 0.01 Add 11.68% <0.01 $40.00–54.19 · VW $47.53i $1,579,674 SEC
2025   Q2 27,072 <0.01 Buy <0.01 $32.23–52.24 · VW $45.47i $1,331,942 SEC