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  Revolve Group Inc (RVLV)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q3 0 0.00 Sell 100.00% <0.01 SEC
2025   Q2 38,091 <0.01 Reduce 76.24% <0.01 $20.05 $763,725 SEC
2025   Q1 160,282 0.01 Reduce 47.37% 0.01 $21.49 $3,444,456 SEC
2024   Q4 304,529 0.03 Reduce 24.40% <0.01 $33.49 $10,198,669 SEC
2024   Q3 402,820 0.03 Reduce 21.32% <0.01 $24.78 $9,981,888 SEC
2024   Q2 511,992 0.02 Reduce 1.63% <0.01 $15.91 $8,145,789 SEC
2024   Q1 520,467 0.03 Add 27.02% <0.01 $21.17 $11,018,279 SEC
2023   Q4 409,749 0.02 Reduce 15.18% <0.01 $16.58 $6,793,644 SEC
2023   Q3 483,103 0.02 Add 14.59% <0.01 $13.61 $6,575,026 SEC
2023   Q2 421,604 0.02 Reduce 2.20% <0.01 $16.40 $6,914,310 SEC
2023   Q1 431,086 0.03 Reduce 0.50% <0.01 $26.30 $11,337,562 SEC
2022   Q4 433,236 0.03 Reduce 13.11% <0.01 $22.26 $9,643,833 SEC
2022   Q3 498,621 0.03 Add 30.25% <0.01 $21.69 $10,815,000 SEC
2022   Q2 382,830 0.03 Reduce 6.83% <0.01 $25.91 $9,919,000 SEC
2022   Q1 410,877 0.04 Add 6.90% <0.01 $53.69 $22,060,000 SEC
2021   Q4 384,363 0.04 Add 28.37% <0.01 $56.04 $21,540,000 SEC
2021   Q3 299,407 0.03 Reduce 2.80% <0.01 $61.77 $18,494,000 SEC
2021   Q2 308,028 0.04 Reduce 8.49% <0.01 $68.90 $21,223,000 SEC
2021   Q1 336,599 0.03 Add 24.32% <0.01 $44.93 $15,123,000 SEC
2020   Q4 270,747 0.02 Add 29.28% <0.01 $31.17 $8,439,000 SEC
2020   Q3 209,419 0.01 Add 18.66% <0.01 $16.43 $3,441,000 SEC
2020   Q2 176,483 0.01 Add 4.59% <0.01 $14.86 $2,623,000 SEC
2020   Q1 168,735 0.01 Buy 0.01 $8.64 $1,458,000 SEC