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  BWX Technologies Inc. (BWXT)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 38,123 0.05 Add 17.93% <0.01 $204.49 $7,795,772 SEC
2025   Q4 32,328 0.02 Reduce 12.03% <0.01 $172.84 $5,587,572 SEC
2025   Q3 36,748 0.02 Reduce 10.45% <0.01 $184.37 $6,775,229 SEC
2025   Q2 41,037 0.02 Buy 0.02 $144.06 $5,911,790 SEC