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  Vistra Corp. (VST)
← All VST superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q4 0 0.00 Sell 100.00% <0.01 $158.65–217.10 · VW $181.17i SEC
2025   Q3 2,727 <0.01 Reduce 54.34% <0.01 $178.43–219.82 · VW $198.55i $534,274 SEC
2025   Q2 5,973 <0.01 Buy <0.01 $90.51–198.20 · VW $147.16i $1,157,627 SEC
Price snapshot:
Current price$158.12
52-week low$132.47
52-week high$218.91