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  Heico Corp New (HEI)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2021   Q4 0 0.00 Sell 100.00% <0.01 SEC
2021   Q3 16,074 <0.01 Add 3.57% <0.01 $131.89 $2,120,000 SEC
2021   Q2 15,520 <0.01 Add 7.68% <0.01 $139.43 $2,164,000 SEC
2021   Q1 14,413 <0.01 Add 9.88% <0.01 $125.79 $1,813,000 SEC
2020   Q4 13,117 <0.01 Buy <0.01 $132.42 $1,737,000 SEC