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  Irsa Sp ADR (IRS)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 94,136 0.01 Reduce 8.53% <0.01 $16.21 $1,525,945 SEC
2025   Q4 102,911 0.01 Add 7.98% <0.01 $16.54 $1,702,148 SEC
2025   Q3 95,306 <0.01 Reduce 41.74% <0.01 $11.84 $1,128,423 SEC
2025   Q2 163,598 0.01 Buy 0.01 $13.93 $2,278,920 SEC