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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
Willis Lease Fin Corp (WLFC)
← All WLFC superinvestors
Period
Shares
% of Portfolio
Activity
% Change to Portfolio
Price
Value
Filing
2025 Q4
0
0.00
Sell 100.00%
<0.01
$114.01–141.71
· VW $129.03
i
SEC
2025 Q3
2,572
<0.01
Reduce 51.26%
<0.01
$131.57–171.37
· VW $143.49
i
$352,595
SEC
2025 Q2
5,277
<0.01
Buy
<0.01
$124.90–161.23
· VW $141.75
i
$753,450
SEC
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