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  Construction Partners Inc. CL A (ROAD)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 26,329 0.02 Add 148.04% 0.01 $111.12 $2,925,678 SEC
2025   Q4 10,615 <0.01 Reduce 2.37% <0.01 $108.55 $1,152,258 SEC
2025   Q3 10,873 <0.01 Reduce 13.59% <0.01 $127.00 $1,380,871 SEC
2025   Q2 12,583 <0.01 Reduce 63.84% <0.01 $106.28 $1,337,321 SEC
2025   Q1 34,795 0.01 Add 8.70% <0.01 $71.87 $2,500,738 SEC
2024   Q4 32,009 0.01 Reduce 8.79% <0.01 $88.46 $2,831,493 SEC
2024   Q3 35,094 0.01 Add 37.23% <0.01 $69.80 $2,449,592 SEC
2024   Q2 25,574 <0.01 Buy <0.01 $55.21 $1,411,938 SEC