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  NuScale Power Corp. (SMR)
← All SMR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 21,246 <0.01 Reduce 67.12% <0.01 $9.65–22.29 · VW $15.65i $230,307 SEC
2025   Q4 64,615 <0.01 Reduce 22.66% <0.01 $13.98–57.42 · VW $28.81i $915,595 SEC
2025   Q3 83,543 0.01 Reduce 2.20% <0.01 $30.62–53.50 · VW $40.64i $3,007,548 SEC
2025   Q2 85,426 0.01 Buy 0.01 $11.58–45.31 · VW $29.93i $3,379,453 SEC
Price snapshot:
Current price$8.35
Avg. buy price$39.56
+/- since buy-78.89%
52-week low$8.27
52-week high$57.42