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 $129.03i SEC
2025   Q3 2,572 <0.01 Reduce 51.26% <0.01 $131.57–171.37 · VW $143.49i $352,595 SEC
2025   Q2 5,277 <0.01 Buy <0.01 $124.90–161.23 · VW $141.75i $753,450 SEC