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  CDW Corp. (CDW)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2022   Q1 0 0.00 Sell 100.00% 0.01 SEC
2021   Q4 19,742 0.01 Add 10.59% <0.01 $204.79 $4,043,000 SEC
2021   Q3 17,852 0.01 Add 3.62% <0.01 $182.00 $3,249,000 SEC
2021   Q2 17,229 0.01 Add 7.90% <0.01 $174.65 $3,009,000 SEC
2021   Q1 15,967 0.01 Add 9.98% <0.01 $165.78 $2,647,000 SEC
2020   Q4 14,518 <0.01 Buy <0.01 $131.77 $1,913,000 SEC