Polen Capital Management
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Polen Capital Management’s Ero Copper ERO Stock Holding History

Polen Capital Management’s Portfolio ERO Stock Details ERO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.87M Buy
70,159
+24,615
+54% +$740K 0.01% 105
2025
Q4 		$1.29M Buy
+45,544
New +$1.06M 0.01% 116

Other funds holding ERO

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CAAM
Cape Ann Asset Management London, United Kingdom $440M AUM 96.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
KI
Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return

Polen Capital Management's ERO Position: Q1 2026 in Review

Polen Capital Management increased its Ero Copper (ERO) stake by 54% in Q1 2026, buying an estimated $740K and bringing the position to 70,159 shares worth $1.87M. The position accounts for 0.01% of the portfolio, ranked #105.

Polen Capital Management first reported a position in ERO in Q4 2025 and has held it in 2 quarters since. 190 funds tracked by Wall St. Rank hold ERO as of Q1 2026.

  • Polen Capital Management held 70,159 shares of Ero Copper worth $1.87M as of Q1 2026.
  • Polen Capital Management bought 24,615 Ero Copper shares in Q1 2026, an estimated $740K.
  • Ero Copper made up 0.01% of Polen Capital Management's portfolio in Q1 2026, its #105 holding.
  • Polen Capital Management first reported a position in Ero Copper in Q4 2025 and has held it in 2 quarters since.
  • 190 funds tracked by Wall St. Rank held Ero Copper as of Q1 2026.

Based on Polen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.