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  RH (RH)
← All RH superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q3 0 0.00 Sell 100.00% 0.01 $233.14–350.29 · VW $284.20i SEC
2024   Q2 8,283 0.01 Reduce 49.24% <0.01 $212.43–350.49 · VW $266.73i $2,024,799 SEC
2024   Q1 16,318 0.01 Reduce 2.55% <0.01 $243.72–354.86 · VW $292.29i $5,682,733 SEC
2023   Q4 16,745 0.01 Reduce 9.01% <0.01 $207.26–322.92 · VW $258.64i $4,880,819 SEC
2023   Q3 18,404 0.01 Reduce 1.28% <0.01 $253.12–406.38 · VW $339.06i $4,865,301 SEC
2023   Q2 18,643 0.02 Reduce 4.47% <0.01 $230.65–331.11 · VW $265.60i $6,144,494 SEC
2023   Q1 19,516 0.01 Add 59.65% <0.01 $234.00–351.53 · VW $283.73i $4,753,166 SEC
2022   Q4 12,224 0.01 Add 141.58% <0.01 $227.00–303.05 · VW $264.85i $3,266,131 SEC
2022   Q3 5,060 <0.01 Add 0.20% $210.00–338.61 · VW $264.93i $1,245,000 SEC
2022   Q2 5,050 <0.01 Reduce 58.20% <0.01 $207.37–361.76 · VW $293.52i $1,072,000 SEC
2022   Q1 12,081 0.01 Add 17.38% <0.01 $320.81–556.59 · VW $388.90i $3,939,000 SEC
2021   Q4 10,292 0.01 Add 41.06% <0.01 $522.91–699.14 · VW $609.03i $5,516,000 SEC
2021   Q3 7,296 0.01 Buy 0.01 $640.89–744.56 · VW $685.19i $4,866,000 SEC
Price snapshot:
Current price$161.82
52-week low$106.30
52-week high$257.00