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  Lendingtree Inc New (TREE)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2021   Q1 0 0.00 Sell 100.00% 0.01 SEC
2020   Q4 16,965 0.01 Add 20.90% <0.01 $273.80 $4,645,000 SEC
2020   Q3 14,032 0.01 Add 18.61% <0.01 $306.87 $4,306,000 SEC
2020   Q2 11,830 0.01 Add 129.62% <0.01 $289.52 $3,425,000 SEC
2020   Q1 5,152 <0.01 Add 68.09% <0.01 $183.42 $945,000 SEC
2019   Q4 3,065 <0.01 Add 15.88% <0.01 $303.43 $930,000 SEC
2019   Q3 2,645 <0.01 Add 1.46% <0.01 $310.40 $821,000 SEC
2019   Q2 2,607 0.01 Add 7.51% <0.01 $420.02 $1,095,000 SEC
2019   Q1 2,425 <0.01 Add 7.21% <0.01 $351.75 $853,000 SEC
2018   Q4 2,262 <0.01 Add 46.31% <0.01 $219.72 $497,000 SEC
2018   Q3 1,546 <0.01 Add 44.89% <0.01 $230.27 $356,000 SEC
2018   Q2 1,067 <0.01 Add 12.43% <0.01 $213.68 $228,000 SEC
2018   Q1 949 <0.01 Add 42.49% <0.01 $327.71 $311,000 SEC
2017   Q4 666 <0.01 Buy <0.01 $340.84 $227,000 SEC