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  Topbuild Corp (BLD)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q2 0 0.00 Sell 100.00% <0.01 SEC
2025   Q1 4,931 <0.01 Reduce 5.54% <0.01 $304.95 $1,503,708 SEC
2024   Q4 5,220 <0.01 Add 28.10% <0.01 $311.34 $1,625,195 SEC
2024   Q3 4,075 <0.01 Buy <0.01 $406.81 $1,657,751 SEC