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  Argan Inc. (AGX)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 17,981 0.07 Reduce 27.75% <0.01 $544.65 $9,793,352 SEC
2025   Q4 24,886 0.03 Reduce 33.70% 0.01 $313.32 $7,797,282 SEC
2025   Q3 37,533 0.03 Reduce 16.26% <0.01 $270.05 $10,135,787 SEC
2025   Q2 44,821 0.03 Buy 0.03 $220.48 $9,882,134 SEC