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  Floor & Decor Holdings (FND)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q2 0 0.00 Sell 100.00% <0.01 SEC
2025   Q1 8,924 <0.01 Reduce 8.94% <0.01 $80.47 $718,114 SEC
2024   Q4 9,800 <0.01 Add 34.87% <0.01 $99.70 $977,060 SEC
2024   Q3 7,266 <0.01 Reduce 4.83% <0.01 $124.17 $902,219 SEC
2024   Q2 7,635 <0.01 Reduce 51.23% <0.01 $99.41 $758,995 SEC
2024   Q1 15,655 <0.01 Reduce 49.92% <0.01 $129.62 $2,029,201 SEC
2023   Q4 31,263 0.01 Reduce 26.47% <0.01 $111.56 $3,487,700 SEC
2023   Q3 42,517 0.01 Reduce 3.59% <0.01 $90.50 $3,847,789 SEC
2023   Q2 44,100 0.01 Reduce 4.97% <0.01 $103.96 $4,584,636 SEC
2023   Q1 46,405 0.01 Reduce 1.09% <0.01 $98.22 $4,557,899 SEC
2022   Q4 46,917 0.01 Reduce 5.28% <0.01 $69.63 $3,266,831 SEC
2022   Q3 49,531 0.01 Add 47.34% <0.01 $70.26 $3,480,000 SEC
2022   Q2 33,616 0.01 Reduce 4.50% <0.01 $62.95 $2,116,000 SEC
2022   Q1 35,201 0.01 Add 650.71% <0.01 $80.99 $2,851,000 SEC
2021   Q4 4,689 <0.01 Buy <0.01 $130.09 $610,000 SEC
2021   Q2 0 0.00 Sell 100.00% 0.01 SEC
2021   Q1 40,703 0.01 Reduce 57.38% 0.01 $95.47 $3,886,000 SEC
2020   Q4 95,497 0.02 Add 29.26% <0.01 $92.85 $8,867,000 SEC
2020   Q3 73,879 0.01 Add 18.64% <0.01 $74.80 $5,526,000 SEC
2020   Q2 62,273 0.01 Add 40.59% <0.01 $57.65 $3,590,000 SEC
2020   Q1 44,294 0.01 Add 66.80% <0.01 $32.08 $1,421,000 SEC
2019   Q4 26,555 0.01 Add 15.71% <0.01 $50.80 $1,349,000 SEC
2019   Q3 22,949 0.01 Add 1.23% <0.01 $51.16 $1,174,000 SEC
2019   Q2 22,671 <0.01 Add 7.92% <0.01 $41.90 $950,000 SEC
2019   Q1 21,008 <0.01 Add 6.91% <0.01 $41.22 $866,000 SEC
2018   Q4 19,650 <0.01 Buy <0.01 $25.90 $509,000 SEC