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  Modine Mfg. (MOD)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 29,042 0.04 Add 102.96% 0.02 $216.71 $6,293,692 SEC
2025   Q4 14,309 0.01 Reduce 56.00% 0.01 $133.51 $1,910,395 SEC
2025   Q3 32,523 0.02 Add 67.94% <0.01 $142.16 $4,623,470 SEC
2025   Q2 19,366 0.01 Buy 0.01 $98.50 $1,907,551 SEC