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  RELX plc (RELX)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2020   Q4 0 0.00 Sell 100.00% 0.04 SEC
2020   Q3 750,119 0.04 Reduce 25.04% 0.02 $22.37 $16,780,000 SEC
2020   Q2 1,000,703 0.07 Add 10.10% <0.01 $23.56 $23,577,000 SEC
2020   Q1 908,876 0.08 Add 24.02% 0.02 $21.40 $19,450,000 SEC
2019   Q4 732,845 0.07 Add 18.18% 0.01 $25.27 $18,519,000 SEC
2019   Q3 620,112 0.07 Add 57.86% 0.03 $23.72 $14,709,000 SEC
2019   Q2 392,824 0.05 Add 27.71% 0.01 $24.41 $9,589,000 SEC
2019   Q1 307,579 0.03 Add 12.61% <0.01 $21.45 $6,598,000 SEC
2018   Q4 273,132 0.04 Add 14.79% <0.01 $20.52 $5,605,000 SEC
2018   Q3 237,947 0.03 Buy 0.03 $20.93 $4,980,000 SEC