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  E L F Beauty Inc (ELF)
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 6,478 <0.01 Add 67.65% <0.01 $132.48 $858,205 SEC
2025   Q2 3,864 <0.01 Reduce 94.43% <0.01 $124.44 $480,836 SEC
2025   Q1 69,325 0.01 Add 12.77% <0.01 $62.79 $4,352,896 SEC
2024   Q4 61,473 0.02 Reduce 4.14% <0.01 $125.55 $7,717,934 SEC
2024   Q3 64,126 0.02 Buy 0.02 $109.03 $6,991,671 SEC