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  Vistra Corp. (VST)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q4 0 0.00 Sell 100.00% <0.01 SEC
2025   Q3 2,727 <0.01 Reduce 54.34% <0.01 $195.92 $534,274 SEC
2025   Q2 5,973 <0.01 Buy <0.01 $193.81 $1,157,627 SEC