Dan Polen - Polen Capital Management
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 221
Portfolio value: $14,456,164,077
Holding/activity history for Babcock & Wilcox Enterprises, Inc. (BW)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2026 Q1 |
271,492 |
0.03 |
Add 122.02%
|
0.02 |
$14.69 |
$3,988,217 |
SEC |
| 2025 Q4 |
122,280 |
<0.01 |
Buy
|
<0.01 |
$6.34 |
$775,255 |
SEC |