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  Generac Holdings Inc. (GNRC)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q3 0 0.00 Sell 100.00% <0.01 SEC
2025   Q2 2,530 <0.01 Reduce 92.43% <0.01 $143.21 $362,321 SEC
2025   Q1 33,409 0.01 Reduce 24.78% <0.01 $126.65 $4,231,293 SEC
2024   Q4 44,416 0.02 Reduce 23.29% <0.01 $155.05 $6,886,654 SEC
2024   Q3 57,902 0.02 Reduce 18.43% <0.01 $158.88 $9,199,396 SEC
2024   Q2 70,988 0.02 Reduce 4.17% <0.01 $132.22 $9,385,979 SEC
2024   Q1 74,074 0.02 Add 60.56% <0.01 $126.14 $9,343,669 SEC
2023   Q4 46,135 0.01 Buy 0.01 $129.24 $5,962,442 SEC
2021   Q4 0 0.00 Sell 100.00% <0.01 SEC
2021   Q3 6,436 <0.01 Reduce 36.30% <0.01 $408.64 $2,630,000 SEC
2021   Q2 10,104 0.01 Reduce 22.15% <0.01 $415.18 $4,195,000 SEC
2021   Q1 12,979 0.01 Add 10.40% <0.01 $327.45 $4,250,000 SEC
2020   Q4 11,756 0.01 Buy 0.01 $227.37 $2,673,000 SEC