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  Rh (RH)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2024   Q3 0 0.00 Sell 100.00% 0.01 SEC
2024   Q2 8,283 0.01 Reduce 49.24% <0.01 $244.45 $2,024,799 SEC
2024   Q1 16,318 0.01 Reduce 2.55% <0.01 $348.25 $5,682,733 SEC
2023   Q4 16,745 0.01 Reduce 9.01% <0.01 $291.48 $4,880,819 SEC
2023   Q3 18,404 0.01 Reduce 1.28% <0.01 $264.36 $4,865,301 SEC
2023   Q2 18,643 0.02 Reduce 4.47% <0.01 $329.59 $6,144,494 SEC
2023   Q1 19,516 0.01 Add 59.65% <0.01 $243.55 $4,753,166 SEC
2022   Q4 12,224 0.01 Add 141.58% <0.01 $267.19 $3,266,131 SEC
2022   Q3 5,060 <0.01 Add 0.20% $246.05 $1,245,000 SEC
2022   Q2 5,050 <0.01 Reduce 58.20% <0.01 $212.28 $1,072,000 SEC
2022   Q1 12,081 0.01 Add 17.38% <0.01 $326.05 $3,939,000 SEC
2021   Q4 10,292 0.01 Add 41.06% <0.01 $535.95 $5,516,000 SEC
2021   Q3 7,296 0.01 Buy 0.01 $666.94 $4,866,000 SEC