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  Pool Corp. (POOL)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q2 0 0.00 Sell 100.00% 0.01 SEC
2025   Q1 5,617 0.01 Reduce 5.79% <0.01 $318.35 $1,788,172 SEC
2024   Q4 5,962 0.01 Add 62.36% <0.01 $340.94 $2,032,684 SEC
2024   Q3 3,672 <0.01 Add 5.37% <0.01 $376.80 $1,383,610 SEC
2024   Q2 3,485 <0.01 Add 5.73% <0.01 $307.33 $1,071,045 SEC
2024   Q1 3,296 <0.01 Reduce 2.92% <0.01 $403.50 $1,329,936 SEC
2023   Q4 3,395 <0.01 Buy <0.01 $398.71 $1,353,620 SEC
2020   Q4 0 0.00 Sell 100.00% 0.01 SEC
2020   Q3 14,250 0.01 Add 19.04% <0.01 $334.53 $4,767,000 SEC
2020   Q2 11,971 0.01 Add 9.91% <0.01 $271.91 $3,255,000 SEC
2020   Q1 10,892 0.01 Reduce 6.98% <0.01 $196.75 $2,143,000 SEC
2019   Q4 11,709 0.01 Add 15.68% <0.01 $212.40 $2,487,000 SEC
2019   Q3 10,122 0.01 Add 1.15% <0.01 $201.74 $2,042,000 SEC
2019   Q2 10,007 0.01 Add 7.74% <0.01 $190.97 $1,911,000 SEC
2019   Q1 9,288 0.01 Add 7.04% <0.01 $164.94 $1,532,000 SEC
2018   Q4 8,677 0.01 Add 46.67% <0.01 $148.67 $1,290,000 SEC
2018   Q3 5,916 0.01 Add 9.03% <0.01 $166.84 $987,000 SEC
2018   Q2 5,426 0.01 Add 12.22% <0.01 $151.49 $822,000 SEC
2018   Q1 4,835 0.01 Add 42.42% <0.01 $146.23 $707,000 SEC
2017   Q4 3,395 <0.01 Add 77.47% <0.01 $129.60 $440,000 SEC
2017   Q3 1,913 <0.01 Buy <0.01 $108.21 $207,000 SEC