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  Fastenal (FAST)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2017   Q3 0 0.00 Sell 100.00% 0.01 SEC
2017   Q2 26,400 0.01 Reduce 0.99% <0.01 $43.52 $1,149,000 SEC
2017   Q1 26,663 0.01 Add 6.69% <0.01 $51.49 $1,373,000 SEC
2016   Q4 24,990 0.01 Add 6.43% <0.01 $46.98 $1,174,000 SEC
2016   Q3 23,480 0.01 Reduce 99.67% 4.02 $41.78 $981,000 SEC
2016   Q2 7,163,432 4.03 Add 11.95% 0.43 $44.39 $317,985,000 SEC
2016   Q1 6,399,034 4.30 Add 14.57% 0.55 $49.00 $313,553,000 SEC
2015   Q4 5,585,497 3.53 Add 8.95% 0.29 $40.82 $228,000,000 SEC
2015   Q3 5,126,885 3.44 Add 2.53% 0.08 $36.61 $187,695,000 SEC
2015   Q2 5,000,617 4.08 Reduce 2.06% 0.09 $42.18 $210,926,000 SEC
2015   Q1 5,105,640 4.13 Add 88.25% 1.94 $41.44 $211,578,000 SEC
2014   Q4 2,712,089 2.66 Reduce 4.30% 0.12 $47.56 $128,987,000 SEC
2014   Q3 2,833,974 2.86 Reduce 3.17% 0.10 $44.90 $127,245,000 SEC
2014   Q2 2,926,668 3.16 Reduce 4.71% 0.15 $49.49 $144,841,000 SEC
2014   Q1 3,071,286 3.28 Add 92.65% 1.58 $49.32 $151,476,000 SEC
2013   Q4 1,594,202 1.68 Reduce 5.99% 0.12 $47.51 $75,741,000 SEC
2013   Q3 1,695,843 1.96 Reduce 5.23% 0.11 $50.25 $85,216,000 SEC
2013   Q2 1,789,404 2.06 Buy 2.06 $45.85 $82,044,000 SEC