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  AZZ Inc. (AZZ)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 14,438 0.01 Buy 0.01 $125.13 $1,806,627 SEC