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  Lgi Homes Inc (LGIH)
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 14,523 <0.01 Reduce 9.80% <0.01 $66.47 $965,349 SEC
2024   Q4 16,100 <0.01 Reduce 17.14% <0.01 $89.40 $1,439,329 SEC
2024   Q3 19,430 0.01 Reduce 3.35% <0.01 $118.52 $2,302,866 SEC
2024   Q2 20,103 <0.01 Reduce 17.65% <0.01 $89.49 $1,799,047 SEC
2024   Q1 24,413 0.01 Reduce 3.26% <0.01 $116.37 $2,840,937 SEC
2023   Q4 25,236 0.01 Buy 0.01 $204.91 $5,171,232 SEC