Dan Polen - Polen Capital Management
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 221
Portfolio value: $14,456,164,077
Holding/activity history for GPGI Inc. (GPGI)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2026 Q1 |
33,406 |
<0.01 |
Add 0.03%
|
|
$17.10 |
$571,243 |
SEC |
| 2025 Q4 |
33,395 |
<0.01 |
|
|
$19.28 |
$643,856 |
SEC |
| 2025 Q3 |
33,395 |
<0.01 |
Reduce 75.40%
|
<0.01 |
$20.82 |
$695,284 |
SEC |
| 2025 Q2 |
135,767 |
0.01 |
Buy
|
0.01 |
$14.09 |
$1,912,957 |
SEC |