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  Installed Building Products (IBP)
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 4,335 <0.01 Reduce 72.30% <0.01 $180.32 $781,687 SEC
2025   Q1 15,650 0.01 Reduce 0.65% <0.01 $171.46 $2,683,282 SEC
2024   Q4 15,752 0.01 Reduce 12.31% <0.01 $175.25 $2,760,477 SEC
2024   Q3 17,963 0.01 Add 37.20% <0.01 $246.27 $4,423,687 SEC
2024   Q2 13,093 0.01 Buy 0.01 $205.69 $2,693,047 SEC