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  SiteOne Landscape Supply, Inc. (SITE)
← All SITE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q3 0 0.00 Sell 100.00% <0.01 $120.11–154.00 · VW $136.29i SEC
2025   Q2 1,821 <0.01 Reduce 91.47% <0.01 $101.25–128.60 · VW $116.98i $220,232 SEC
2025   Q1 21,338 0.01 Reduce 11.61% <0.01 $117.88–151.79 · VW $130.75i $2,591,297 SEC
2024   Q4 24,140 0.01 Add 48.16% <0.01 $130.03–160.74 · VW $144.34i $3,180,943 SEC
2024   Q3 16,293 0.01 Reduce 4.78% <0.01 $114.60–155.07 · VW $139.71i $2,458,831 SEC
2024   Q2 17,111 0.01 Reduce 17.90% <0.01 $121.06–181.80 · VW $146.67i $2,077,481 SEC
2024   Q1 20,842 0.01 Reduce 2.30% <0.01 $148.05–188.01 · VW $165.96i $3,638,002 SEC
2023   Q4 21,333 <0.01 Reduce 9.07% <0.01 $116.81–171.60 · VW $144.42i $3,466,652 SEC
2023   Q3 23,461 0.01 Reduce 2.24% <0.01 $151.53–176.16 · VW $165.78i $3,834,677 SEC
2023   Q2 23,998 0.01 Reduce 23.70% <0.01 $125.60–169.26 · VW $148.59i $4,016,377 SEC
2023   Q1 31,453 0.01 Reduce 2.17% <0.01 $116.12–165.32 · VW $144.57i $4,305,097 SEC
2022   Q4 32,151 0.01 Reduce 14.10% <0.01 $97.36–140.97 · VW $118.07i $3,771,955 SEC
2022   Q3 37,428 0.01 Add 10.43% <0.01 $100.36–144.91 · VW $123.12i $3,898,000 SEC
2022   Q2 33,894 0.01 Buy 0.01 $108.77–166.12 · VW $135.07i $4,029,000 SEC
Price snapshot:
Current price$105.33
52-week low$100.52
52-week high$168.56