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  Powell Industries (POWL)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 52,455 0.07 Reduce 14.04% <0.01 $180.36 $9,460,784 SEC
2025   Q4 61,023 0.03 Reduce 12.91% <0.01 $106.26 $6,484,304 SEC
2025   Q3 70,071 0.02 Reduce 7.21% <0.01 $101.60 $7,119,447 SEC
2025   Q2 75,519 0.02 Buy 0.02 $70.15 $5,297,658 SEC