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  WillScot Holdings Corp. (WSC)
← All WSC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q3 0 0.00 Sell 100.00% <0.01 $20.08–31.88 · VW $24.99i SEC
2025   Q2 34,182 <0.01 Reduce 70.76% <0.01 $21.91–30.54 · VW $26.48i $936,587 SEC
2025   Q1 116,917 0.01 Reduce 6.48% <0.01 $26.91–39.60 · VW $32.24i $3,250,282 SEC
2024   Q4 125,024 0.01 Buy 0.01 $32.57–42.15 · VW $36.37i $4,182,050 SEC
Price snapshot:
Current price$26.31
52-week low$14.77
52-week high$31.48