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  Latham Group, Inc. (SWIM)
← All SWIM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% <0.01 $5.04–8.97 · VW $6.49i SEC
2025   Q4 112,388 <0.01 Reduce 32.58% <0.01 $6.13–8.10 · VW $6.90i $713,664 SEC
2025   Q3 166,689 <0.01 Add 39.82% <0.01 $5.95–8.46 · VW $7.44i $1,268,503 SEC
2025   Q2 119,217 <0.01 Buy <0.01 $4.56–7.12 · VW $5.80i $760,604 SEC
Price snapshot:
Current price$5.92
52-week low$4.64
52-week high$8.97