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 Solaris Energy Infrastructure Inc. (SEI)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2026 Q1 |
83,675 |
0.03 |
Add 192.60%
|
0.02 |
$56.51 |
$4,728,474 |
SEC |
| 2025 Q4 |
28,597 |
0.01 |
Buy
|
0.01 |
$45.97 |
$1,314,604 |
SEC |