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  Talen Energy Corp. (TLN)
← All TLN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 682 <0.01 Reduce 49.44% <0.01 $301.45–424.38 · VW $352.20i $217,715 SEC
2025   Q4 1,349 <0.01 Reduce 66.54% <0.01 $343.40–449.79 · VW $383.39i $505,659 SEC
2025   Q3 4,032 0.01 Reduce 30.79% <0.01 $255.50–451.28 · VW $363.08i $1,715,132 SEC
2025   Q2 5,826 0.01 Buy 0.01 $163.00–301.70 · VW $245.90i $1,694,026 SEC
Price snapshot:
Current price$396.35
Avg. buy price$290.77
+/- since buy36.31%
52-week low$255.50
52-week high$451.28