Polen Capital Management
BW icon

Polen Capital Management’s Babcock & Wilcox BW Stock Holding History

Polen Capital Management’s Portfolio BW Stock Details BW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.52M Sell
249,411
-22,081
-8% -$375K 0.03% 79
2026
Q1 		$3.99M Buy
271,492
+149,212
+122% +$1.57M 0.03% 65
2025
Q4 		$775K Buy
+122,280
New +$603K ﹤0.01% 144

Other funds holding BW

BRF
B. Riley Financial Los Angeles, California $434M AUM 751.56% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Polen Capital Management's BW Position: Q2 2026 in Review

Polen Capital Management reduced its Babcock & Wilcox (BW) stake by 8.1% in Q2 2026, selling an estimated $375K and leaving 249,411 shares worth $3.52M. The position accounts for 0.03% of the portfolio, ranked #79.

Polen Capital Management first reported a position in BW in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.99M in Q1 2026. 202 funds tracked by Wall St. Rank hold BW as of Q2 2026.

  • Polen Capital Management held 249,411 shares of Babcock & Wilcox worth $3.52M as of Q2 2026.
  • Polen Capital Management sold 22,081 Babcock & Wilcox shares in Q2 2026, an estimated $375K.
  • Babcock & Wilcox made up 0.03% of Polen Capital Management's portfolio in Q2 2026, its #79 holding.
  • Polen Capital Management first reported a position in Babcock & Wilcox in Q4 2025 and has held it in 3 quarters since.
  • Polen Capital Management's Babcock & Wilcox position peaked at $3.99M in Q1 2026.
  • 202 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.