Dan Polen - Polen Capital Management
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 221
Portfolio value: $14,456,164,077
Holding/activity history for Limbach Hldgs Inc (LMB)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2026 Q1 |
0 |
0.00 |
Sell 100.00%
|
<0.01 |
|
|
SEC |
| 2025 Q4 |
5,892 |
<0.01 |
Reduce 62.57%
|
<0.01 |
$77.85 |
$458,692 |
SEC |
| 2025 Q3 |
15,740 |
<0.01 |
Add 0.15%
|
|
$97.12 |
$1,528,669 |
SEC |
| 2025 Q2 |
15,717 |
0.01 |
Buy
|
0.01 |
$140.10 |
$2,201,952 |
SEC |