Polen Capital Reduced Holdings in Q3 2024

Polen Capital Management LLC

  • $38.7 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TREX
Trex CO Inc

Industrials
-190
- 3.53%
$59.17 - $85.82 $11.2K - $16.3K
5.19K $345K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-192
- 1.5%
$86.23 - $103.97 $16.6K - $20K
12.6K $1.23M
Skillsoft Corp
-30.4K
- 41.54%
N/A
42.7K $0
KKS.F
Joint Stock Company Kaspi.Kz

Technology
-1.32K
- 13.58%
N/A
8.37K $0
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-7.4K
- 6.13%
$36.07 - $43.12 $267K - $319K
113K $4.64M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-369
- 4.83%
$89.87 - $124.16 $33.2K - $45.8K
7.27K $902K
CATH
Global X Fds Global X S&P 500

ETFs
-1.05K
- 1.89%
$62.26 - $69.39 $65.6K - $73.1K
54.8K $3.8M
OPCH
Option Care Health, Inc.

Healthcare
-9.25K
- 6.02%
$26.73 - $32.74 $247K - $303K
144K $4.51M
SITE
Site One Landscape Supply, Inc.

Industrials
-818
- 4.78%
$115.64 - $153.52 $94.6K - $126K
16.3K $2.46M
LGIH
Lgi Homes, Inc.

Consumer Cyclical
-673
- 3.35%
$84.66 - $123.5 $57K - $83.1K
19.4K $2.3M
FSV
First Service Corp

Real Estate
-1.65K
- 5.54%
$152.13 - $183.13 $251K - $302K
28.1K $5.13M
RVLV
Revolve Group, Inc.

Consumer Cyclical
-109K
- 21.32%
$15.06 - $25.89 $1.64M - $2.83M
403K $9.98M
GSHD
Goosehead Insurance, Inc.

Financial Services
-23.2K
- 17.97%
$55.77 - $90.46 $1.29M - $2.1M
106K $9.47M
EXLS
Exl Service Holdings, Inc.

Technology
-1.25K
- 0.38%
$31.2 - $38.15 $39K - $47.7K
326K $12.4M
IT
Gartner Inc

Technology
-181K
- 10.99%
$441.32 - $516.47 $80.1M - $93.7M
1.47M $745M
MDT
Medtronic PLC

Healthcare
-26.9K
- 2.57%
$76.84 - $91.03 $2.07M - $2.45M
1.02M $92.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-295K
- 9.52%
$531.86 - $624.21 $157M - $184M
2.81M $1.74B
UNH
Unitedhealth Group Inc

Healthcare
-253K
- 11.23%
$488.01 - $604.18 $123M - $153M
2M $1.17B
MA
Mastercard Inc

Financial Services
-407K
- 9.59%
$429.6 - $500.99 $175M - $204M
3.83M $1.89B
ZTS
Zoetis Inc.

Healthcare
-679K
- 9.64%
$172.58 - $196.48 $117M - $133M
6.37M $1.24B
AON
Aon PLC

Financial Services
-40.6K
- 4.93%
$293.16 - $351.06 $11.9M - $14.2M
781K $270M
NOW
Service Now, Inc.

Technology
-259K
- 10.43%
$730.87 - $937.36 $189M - $243M
2.22M $1.99B
ACN
Accenture PLC

Technology
-431K
- 9.96%
$295.44 - $355.81 $127M - $154M
3.9M $1.38B
Activity Summary
Buys All Purchases 43 New Holdings 17 Increased Positions 26 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
Track Polen Capital's Portfolio

Track Polen Capital Portfolio

Follow Polen Capital (Polen Capital Management LLC) and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Polen Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Polen Capital Management LLC and Polen Capital with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email