Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
PC

Polen Capital

Polen Capital is a successful investment firm that focuses on value investing. The firm is known for its expertise in value investing and has a reputation for being a disciplined and skilled investor. Polen Capital has generated strong returns for its clients over the long term.
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Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $43.3 Billion
  • Prior Value $41.6 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 34 stocks
  • Sold out of 7 stocks
  • Reduced holdings in 63 stocks
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