Dan Polen - Polen Capital Management
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 221
Portfolio value: $14,456,164,077
Holding/activity history for Acuity Brands Inc. (AYI)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2026 Q1 |
0 |
0.00 |
Sell 100.00%
|
<0.01 |
|
|
SEC |
| 2025 Q4 |
1,061 |
<0.01 |
Reduce 33.81%
|
<0.01 |
$360.04 |
$382,002 |
SEC |
| 2025 Q3 |
1,603 |
<0.01 |
Add 4.09%
|
<0.01 |
$344.39 |
$552,057 |
SEC |
| 2025 Q2 |
1,540 |
<0.01 |
Buy
|
<0.01 |
$298.34 |
$459,444 |
SEC |