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  Sterling Construction Co. Inc. (STRL)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 2,553 0.01 Add 30.79% <0.01 $407.27 $1,039,760 SEC
2025   Q4 1,952 <0.01 Reduce 40.36% <0.01 $306.23 $597,761 SEC
2025   Q3 3,273 <0.01 Reduce 8.29% <0.01 $339.68 $1,111,773 SEC
2025   Q2 3,569 <0.01 Buy <0.01 $230.73 $823,475 SEC