Dan Polen - Polen Capital Management LLC

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 SkyWater Technology, Inc. (SKYT)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2026 Q1	12,715	<0.01	Buy	<0.01	$22.80–36.27 · VW $30.15i	$348,518	SEC

Price snapshot:

Current price$31.81

Avg. buy price$27.41

+/- since buy16.05%

52-week low$8.49

52-week high$39.93