Polen Capital Management
CEPU

Polen Capital Management’s Central Puerto CEPU Stock Holding History

Polen Capital Management’s Portfolio CEPU Stock Details CEPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-22,120
Closed -$372K – 232
2026
Q1 		$372K Buy
+22,120
New +$351K ﹤0.01% 194

Other funds holding CEPU

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
GC
Glenorchy Capital Boorolite, Australia $2.71B AUM 54.26% 1-Year Est. Return
AGDI
Absolute Gestao de Investimentos Sao Paulo, Brazil $994M AUM 54.06% 1-Year Est. Return
WC
Wexford Capital West Palm Beach, Florida $782M AUM 62.56% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
PCM
Ping Capital Management New York $401M AUM 32.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Polen Capital Management sold out of Central Puerto (CEPU) in Q2 2026, closing a stake of 22,120 shares — an estimated $372K sold.

Polen Capital Management first reported a position in CEPU in Q1 2026 and held it in 1 quarter. The position peaked at $372K in Q1 2026. 48 funds tracked by Wall St. Rank hold CEPU as of Q2 2026.

  • Polen Capital Management reported no remaining Central Puerto position as of Q2 2026 after selling out during the quarter.
  • Polen Capital Management sold 22,120 Central Puerto shares in Q2 2026, an estimated $372K.
  • Polen Capital Management first reported a position in Central Puerto in Q1 2026 and held it in 1 quarter.
  • Polen Capital Management's Central Puerto position peaked at $372K in Q1 2026.
  • 48 funds tracked by Wall St. Rank held Central Puerto as of Q2 2026.

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