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  Malibu Boats Inc. (MBUU)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2022   Q2 0 0.00 Sell 100.00% 0.01 SEC
2022   Q1 128,245 0.01 Reduce 5.87% <0.01 $58.01 $7,439,000 SEC
2021   Q4 136,241 0.02 Add 30.35% <0.01 $68.73 $9,364,000 SEC
2021   Q3 104,522 0.01 Add 9.28% <0.01 $69.98 $7,314,000 SEC
2021   Q2 95,648 0.01 Add 6.39% <0.01 $73.33 $7,014,000 SEC
2021   Q1 89,901 0.02 Add 24.30% <0.01 $79.68 $7,163,000 SEC
2020   Q4 72,325 0.01 Add 30.64% <0.01 $62.44 $4,516,000 SEC
2020   Q3 55,360 0.01 Buy 0.01 $49.57 $2,744,000 SEC