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  Reynolds & Reynolds Common (REY)
← All REY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2013   Q2 0 0.00 Sell 100.00% 6.65 $6.74–9.10 · VW $7.99i SEC
2001   Q1 1,334,629 6.65 Add 4.10% 0.26 $2.85–5.50 · VW $4.63i $25,691,000 SEC
2000   Q4 1,282,084 6.36 Reduce 2.28% 0.12 $3.01–4.65 · VW $3.66i
IPO/listing quarter
$25,962,000 SEC
2000   Q3 1,312,020 5.42 Add 1.21% 0.07 $19.87 $26,076,000 SEC
2000   Q2 1,296,295 5.07 Add 41.14% 1.48 $18.25 $23,657,000 SEC
1999   Q1 918,440 4.76 $19.00 $17,450,000 SEC