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  Construction Partners, Inc. (ROAD)
← All ROAD superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 26,329 0.02 Add 148.04% 0.01 $103.76–141.90 · VW $119.60i $2,925,678 SEC
2025   Q4 10,615 <0.01 Reduce 2.37% <0.01 $95.00–127.72 · VW $111.27i $1,152,258 SEC
2025   Q3 10,873 <0.01 Reduce 13.59% <0.01 $93.22–138.90 · VW $114.45i $1,380,871 SEC
2025   Q2 12,583 <0.01 Reduce 63.84% <0.01 $64.79–111.98 · VW $96.36i $1,337,321 SEC
2025   Q1 34,795 0.01 Add 8.70% <0.01 $65.45–94.54 · VW $78.28i $2,500,738 SEC
2024   Q4 32,009 0.01 Reduce 8.79% <0.01 $67.87–103.69 · VW $89.34i $2,831,493 SEC
2024   Q3 35,094 0.01 Add 37.23% <0.01 $51.63–76.73 · VW $62.69i $2,449,592 SEC
2024   Q2 25,574 <0.01 Buy <0.01 $49.16–62.35 · VW $55.38i $1,411,938 SEC
Price snapshot:
Current price$93.51
Avg. buy price$90.58
+/- since buy3.23%
52-week low$93.22
52-week high$151.00