Polen Capital Management – Largest Position Reductions (2025 Q3)
This report summarizes the most meaningful reductions and sell-offs made by Polen Capital Management in 2025 Q3. The analysis highlights which positions were trimmed or exited, providing insight into how the investor adjusted risk exposure and portfolio strategy.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| SOFI | 143,218 | $26.42 | Reduced | -16.20% | 0.01% | $3.78M | 2025 Q3 |
| CCJ | 38,622 | $83.86 | Reduced | -15.33% | 0.01% | $3.24M | 2025 Q3 |
| SMR | 83,543 | $36.01 | Reduced | -2.20% | 0.01% | $3.01M | 2025 Q3 |
| BELFB | 19,539 | $141 | Reduced | -4.15% | 0.01% | $2.75M | 2025 Q3 |
| CATH | 30,866 | $81.06 | Reduced | -34.32% | 0.01% | $2.5M | 2025 Q3 |
| DAVE | 12,429 | $199.37 | Reduced | -1.52% | 0.01% | $2.48M | 2025 Q3 |
| IT | 9,284 | $262.93 | Reduced | -98.81% | 0.01% | $2.44M | 2025 Q3 |
| KTOS | 23,719 | $91.36 | Reduced | -31.31% | 0.01% | $2.17M | 2025 Q3 |
| FTI | 50,920 | $39.45 | Reduced | -1.28% | 0.01% | $2.01M | 2025 Q3 |
| CVLT | 10,395 | $188.74 | Reduced | -20.90% | 0.01% | $1.96M | 2025 Q3 |
| WRBY | 66,730 | $27.57 | Reduced | -36.57% | 0.01% | $1.84M | 2025 Q3 |
| FTAI | 10,805 | $166.87 | Reduced | -26.31% | 0.01% | $1.8M | 2025 Q3 |
| TLN | 4,032 | $425.35 | Reduced | -30.79% | 0.01% | $1.72M | 2025 Q3 |
| SPY | 2,507 | $666.13 | Reduced | -2.90% | 0.01% | $1.67M | 2025 Q3 |
| ODD | 24,909 | $62.31 | Reduced | -26.20% | 0.01% | $1.55M | 2025 Q3 |
| HURN | 10,298 | $146.73 | Reduced | -2.55% | 0.00% | $1.51M | 2025 Q3 |
| CRS | 6,087 | $245.61 | Reduced | -35.76% | 0.00% | $1.5M | 2025 Q3 |
| CRDO | 10,104 | $145.59 | Reduced | -58.62% | 0.00% | $1.47M | 2025 Q3 |
| KAR | 47,742 | $28.78 | Reduced | -5.28% | 0.00% | $1.37M | 2025 Q3 |
| OPY | 16,343 | $73.92 | Reduced | -9.11% | 0.00% | $1.21M | 2025 Q3 |
| EMBJ | 19,858 | $60.43 | Reduced | -10.89% | 0.00% | $1.2M | 2025 Q3 |
| IRS | 95,306 | $11.84 | Reduced | -41.74% | 0.00% | $1.13M | 2025 Q3 |
| CW | 1,909 | $542.69 | Reduced | -8.88% | 0.00% | $1.04M | 2025 Q3 |
| GRAL | 16,673 | $59.14 | Reduced | -24.00% | 0.00% | $986.04K | 2025 Q3 |
| REAX | 234,626 | $4.18 | Reduced | -41.54% | 0.00% | $980.74K | 2025 Q3 |