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  Lendingtree Inc New (TREE)
← All TREE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q1 0 0.00 Sell 100.00% 0.01 $193.27–372.64 · VW $271.50i SEC
2020   Q4 16,965 0.01 Add 20.90% <0.01 $234.12–357.17 · VW $282.35i $4,645,000 SEC
2020   Q3 14,032 0.01 Add 18.61% <0.01 $288.54–368.66 · VW $323.82i $4,306,000 SEC
2020   Q2 11,830 0.01 Add 129.62% <0.01 $135.72–302.48 · VW $239.83i $3,425,000 SEC
2020   Q1 5,152 <0.01 Add 68.09% <0.01 $156.57–343.95 · VW $254.49i $945,000 SEC
2019   Q4 3,065 <0.01 Add 15.88% <0.01 $281.01–392.74 · VW $338.57i $930,000 SEC
2019   Q3 2,645 <0.01 Add 1.46% <0.01 $284.71–434.94 · VW $331.35i $821,000 SEC
2019   Q2 2,607 0.01 Add 7.51% <0.01 $349.16–426.73 · VW $387.03i $1,095,000 SEC
2019   Q1 2,425 <0.01 Add 7.21% <0.01 $211.11–353.79 · VW $302.81i $853,000 SEC
2018   Q4 2,262 <0.01 Add 46.31% <0.01 $183.25–271.59 · VW $228.62i $497,000 SEC
2018   Q3 1,546 <0.01 Add 44.89% <0.01 $212.07–268.40 · VW $239.92i $356,000 SEC
2018   Q2 1,067 <0.01 Add 12.43% <0.01 $205.45–340.40 · VW $255.15i $228,000 SEC
2018   Q1 949 <0.01 Add 42.49% <0.01 $321.45–404.40 · VW $355.81i $311,000 SEC
2017   Q4 666 <0.01 Buy <0.01 $217.70–355.80 · VW $290.07i $227,000 SEC