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  Symbotic Inc. (SYM)
← All SYM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% <0.01 $45.75–73.97 · VW $57.17i SEC
2025   Q4 4,298 <0.01 Reduce 48.74% <0.01 $48.58–87.88 · VW $66.90i $255,731 SEC
2025   Q3 8,385 <0.01 Reduce 58.08% <0.01 $42.38–65.17 · VW $52.03i $451,952 SEC
2025   Q2 20,003 <0.01 Buy <0.01 $16.46–47.98 · VW $30.34i $777,117 SEC
Price snapshot:
Current price$42.43
52-week low$38.19
52-week high$87.88