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 Mueller Industries (MLI)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2026 Q1 |
2,769 |
<0.01 |
Add 1.80%
|
|
$110.80 |
$306,805 |
SEC |
| 2025 Q4 |
2,720 |
<0.01 |
Reduce 45.35%
|
<0.01 |
$114.80 |
$312,256 |
SEC |
| 2025 Q3 |
4,977 |
<0.01 |
Buy
|
<0.01 |
$101.11 |
$503,224 |
SEC |