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  Revolve Group Inc (RVLV)
← All RVLV superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q3 0 0.00 Sell 100.00% <0.01 $18.08–24.54 · VW $21.66i SEC
2025   Q2 38,091 <0.01 Reduce 76.24% <0.01 $16.80–23.23 · VW $20.08i $763,725 SEC
2025   Q1 160,282 0.01 Reduce 47.37% 0.01 $17.34–34.15 · VW $26.53i $3,444,456 SEC
2024   Q4 304,529 0.03 Reduce 24.40% <0.01 $23.28–39.58 · VW $32.34i $10,198,669 SEC
2024   Q3 402,820 0.03 Reduce 21.32% <0.01 $14.88–26.14 · VW $21.49i $9,981,888 SEC
2024   Q2 511,992 0.02 Reduce 1.63% <0.01 $14.97–23.04 · VW $18.92i $8,145,789 SEC
2024   Q1 520,467 0.03 Add 27.02% <0.01 $13.96–23.19 · VW $17.95i $11,018,279 SEC
2023   Q4 409,749 0.02 Reduce 15.18% <0.01 $12.42–19.10 · VW $14.73i $6,793,644 SEC
2023   Q3 483,103 0.02 Add 14.59% <0.01 $12.25–20.15 · VW $16.08i $6,575,026 SEC
2023   Q2 421,604 0.02 Reduce 2.20% <0.01 $14.95–26.45 · VW $18.36i $6,914,310 SEC
2023   Q1 431,086 0.03 Reduce 0.50% <0.01 $20.79–32.59 · VW $26.09i $11,337,562 SEC
2022   Q4 433,236 0.03 Reduce 13.11% <0.01 $20.17–29.08 · VW $24.11i $9,643,833 SEC
2022   Q3 498,621 0.03 Add 30.25% <0.01 $21.68–32.09 · VW $26.44i $10,815,000 SEC
2022   Q2 382,830 0.03 Reduce 6.83% <0.01 $24.10–58.00 · VW $34.15i $9,919,000 SEC
2022   Q1 410,877 0.04 Add 6.90% <0.01 $38.82–63.92 · VW $49.91i $22,060,000 SEC
2021   Q4 384,363 0.04 Add 28.37% <0.01 $51.15–89.60 · VW $69.20i $21,540,000 SEC
2021   Q3 299,407 0.03 Reduce 2.80% <0.01 $54.70–74.82 · VW $64.44i $18,494,000 SEC
2021   Q2 308,028 0.04 Reduce 8.49% <0.01 $41.30–72.45 · VW $55.56i $21,223,000 SEC
2021   Q1 336,599 0.03 Add 24.32% <0.01 $30.91–55.83 · VW $41.87i $15,123,000 SEC
2020   Q4 270,747 0.02 Add 29.28% <0.01 $17.02–32.96 · VW $22.09i $8,439,000 SEC
2020   Q3 209,419 0.01 Add 18.66% <0.01 $15.17–24.41 · VW $19.03i $3,441,000 SEC
2020   Q2 176,483 0.01 Add 4.59% <0.01 $8.47–18.87 · VW $13.84i $2,623,000 SEC
2020   Q1 168,735 0.01 Buy 0.01 $7.17–21.19 · VW $15.23i $1,458,000 SEC