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  CCC Intelligent Solutions Hldgs Inc. (CCC)
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 41,498 <0.01 Reduce 92.38% 0.02 $9.41 $390,496 SEC
2025   Q1 544,653 0.02 Reduce 28.55% <0.01 $9.03 $4,918,220 SEC
2024   Q4 762,304 0.02 Reduce 4.26% <0.01 $11.73 $8,941,828 SEC
2024   Q3 796,190 0.02 Reduce 6.79% <0.01 $11.05 $8,797,898 SEC
2024   Q2 854,191 0.02 Add 51.23% <0.01 $11.11 $9,490,057 SEC
2024   Q1 564,831 0.02 Reduce 2.18% <0.01 $11.96 $6,755,378 SEC
2023   Q4 577,430 0.02 Reduce 21.08% <0.01 $11.39 $6,576,931 SEC
2023   Q3 731,683 0.03 Add 13.21% <0.01 $13.35 $9,767,968 SEC
2023   Q2 646,313 0.02 Reduce 3.65% <0.01 $11.21 $7,245,166 SEC
2023   Q1 670,775 0.02 Add 221.21% 0.01 $8.97 $6,016,852 SEC
2022   Q4 208,827 0.01 Buy 0.01 $8.70 $1,816,795 SEC