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  Fox Factory Hldg Corp (FOXF)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q1 0 0.00 Sell 100.00% <0.01 SEC
2024   Q4 41,273 <0.01 Reduce 39.94% <0.01 $30.27 $1,249,336 SEC
2024   Q3 68,723 0.01 Reduce 14.67% <0.01 $41.50 $2,851,986 SEC
2024   Q2 80,541 0.01 Reduce 14.38% <0.01 $48.19 $3,881,285 SEC
2024   Q1 94,073 0.01 Reduce 1.73% <0.01 $52.07 $4,898,356 SEC
2023   Q4 95,726 0.02 Add 5.92% <0.01 $67.48 $6,459,559 SEC
2023   Q3 90,372 0.02 Reduce 1.38% <0.01 $99.08 $8,954,025 SEC
2023   Q2 91,640 0.02 Reduce 5.06% <0.01 $108.51 $9,943,859 SEC
2023   Q1 96,524 0.03 Reduce 5.40% <0.01 $121.37 $11,715,205 SEC
2022   Q4 102,037 0.03 Reduce 43.42% 0.02 $91.23 $9,308,836 SEC
2022   Q3 180,336 0.04 Add 8.85% <0.01 $79.08 $14,261,000 SEC
2022   Q2 165,681 0.04 Reduce 15.56% <0.01 $80.54 $13,344,000 SEC
2022   Q1 196,203 0.04 Add 13.43% <0.01 $97.95 $19,218,000 SEC
2021   Q4 172,966 0.05 Add 25.24% 0.01 $170.10 $29,422,000 SEC
2021   Q3 138,109 0.04 Add 8.26% <0.01 $144.54 $19,962,000 SEC
2021   Q2 127,566 0.04 Add 6.61% <0.01 $155.66 $19,857,000 SEC
2021   Q1 119,659 0.03 Add 21.65% <0.01 $127.06 $15,204,000 SEC
2020   Q4 98,363 0.02 Add 24.03% <0.01 $105.71 $10,398,000 SEC
2020   Q3 79,307 0.02 Add 19.18% <0.01 $74.33 $5,895,000 SEC
2020   Q2 66,545 0.02 Add 24.69% <0.01 $82.61 $5,497,000 SEC
2020   Q1 53,367 0.01 Add 67.38% <0.01 $41.99 $2,241,000 SEC
2019   Q4 31,884 0.01 Add 15.68% <0.01 $69.56 $2,218,000 SEC
2019   Q3 27,563 0.01 Add 0.81% <0.01 $62.26 $1,716,000 SEC
2019   Q2 27,342 0.01 Add 8.30% <0.01 $82.51 $2,256,000 SEC
2019   Q1 25,247 0.01 Add 6.98% <0.01 $69.91 $1,765,000 SEC
2018   Q4 23,599 0.01 Add 46.86% <0.01 $58.86 $1,389,000 SEC
2018   Q3 16,069 0.01 Add 9.15% <0.01 $70.07 $1,126,000 SEC
2018   Q2 14,722 <0.01 Add 12.20% <0.01 $46.53 $685,000 SEC
2018   Q1 13,121 <0.01 Add 42.59% <0.01 $34.91 $458,000 SEC
2017   Q4 9,202 <0.01 Add 76.42% <0.01 $38.80 $357,000 SEC
2017   Q3 5,216 <0.01 Buy <0.01 $43.14 $225,000 SEC