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  Wayfair Inc. (W)
← All W superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 35,216 0.02 Add 31.12% <0.01 $68.86–119.98 · VW $87.92i $2,648,595 SEC
2025   Q4 26,857 0.01 Reduce 10.06% <0.01 $73.61–114.92 · VW $100.56i $2,696,711 SEC
2025   Q3 29,861 0.01 Add 72.75% <0.01 $50.41–91.77 · VW $71.94i $2,667,483 SEC
2025   Q2 17,286 <0.01 Buy <0.01 $20.41–52.16 · VW $35.65i $884,006 SEC
Price snapshot:
Current price$86.37
Avg. buy price$69.12
+/- since buy24.96%
52-week low$53.13
52-week high$119.98