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  Core & Main Inc (CNM)
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 34,013 0.01 Reduce 72.78% 0.01 $60.35 $2,052,685 SEC
2025   Q1 124,953 0.02 Reduce 7.94% <0.01 $48.31 $6,036,491 SEC
2024   Q4 135,737 0.02 Reduce 7.92% <0.01 $50.91 $6,910,386 SEC
2024   Q3 147,407 0.02 Reduce 7.29% <0.01 $44.40 $6,544,868 SEC
2024   Q2 158,999 0.02 Reduce 0.63% <0.01 $48.94 $7,781,391 SEC
2024   Q1 160,014 0.02 Reduce 14.50% <0.01 $57.25 $9,160,810 SEC
2023   Q4 187,140 0.02 Buy 0.02 $40.41 $7,562,316 SEC