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  NuScale Power Corp. (SMR)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 21,246 <0.01 Reduce 67.12% <0.01 $10.84 $230,307 SEC
2025   Q4 64,615 <0.01 Reduce 22.66% <0.01 $14.17 $915,595 SEC
2025   Q3 83,543 0.01 Reduce 2.20% <0.01 $36.00 $3,007,548 SEC
2025   Q2 85,426 0.01 Buy 0.01 $39.56 $3,379,453 SEC