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  Wayfair Inc. (W)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 35,216 0.02 Add 31.12% <0.01 $75.21 $2,648,595 SEC
2025   Q4 26,857 0.01 Reduce 10.06% <0.01 $100.41 $2,696,711 SEC
2025   Q3 29,861 0.01 Add 72.75% <0.01 $89.33 $2,667,483 SEC
2025   Q2 17,286 <0.01 Buy <0.01 $51.14 $884,006 SEC