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  Carvana Co. (CVNA)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 36,740 0.02 Reduce 18.12% <0.01 $62.88 $2,310,064 SEC
2025   Q4 44,870 0.02 Reduce 14.17% <0.01 $84.40 $3,787,207 SEC
2025   Q3 52,280 0.01 Reduce 10.59% <0.01 $75.45 $3,944,421 SEC
2025   Q2 58,475 0.01 Buy 0.01 $67.39 $3,940,747 SEC