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  Sterling Infrastructure, Inc. (STRL)
← All STRL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 2,553 0.01 Add 30.79% <0.01 $293.30–477.03 · VW $395.21i $1,039,760 SEC
2025   Q4 1,952 <0.01 Reduce 40.36% <0.01 $281.58–419.14 · VW $343.68i $597,761 SEC
2025   Q3 3,273 <0.01 Reduce 8.29% <0.01 $217.07–376.75 · VW $289.38i $1,111,773 SEC
2025   Q2 3,569 <0.01 Buy <0.01 $96.34–235.23 · VW $163.24i $823,475 SEC
Price snapshot:
Current price$660.04
Avg. buy price$272.29
+/- since buy142.40%
52-week low$230.00
52-week high$1,005.68