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  AAON Inc. (AAON)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q3 0 0.00 Sell 100.00% <0.01 SEC
2025   Q2 3,203 <0.01 Reduce 93.52% <0.01 $73.75 $236,221 SEC
2025   Q1 49,466 0.01 Add 56.75% <0.01 $78.13 $3,864,790 SEC
2024   Q4 31,557 0.01 Reduce 4.16% <0.01 $117.68 $3,713,569 SEC
2024   Q3 32,928 0.01 Reduce 5.61% <0.01 $107.84 $3,550,997 SEC
2024   Q2 34,884 0.01 Buy 0.01 $87.24 $3,043,276 SEC