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  Solaris Energy Infrastructure, Inc. (SEI)
← All SEI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 83,675 0.03 Add 192.60% 0.02 $44.61–70.17 · VW $54.49i $4,728,474 SEC
2025   Q4 28,597 0.01 Buy 0.01 $38.50–57.17 · VW $48.11i $1,314,604 SEC
Price snapshot:
Current price$67.15
Avg. buy price$52.91
+/- since buy26.92%
52-week low$24.32
52-week high$86.19