Polen Capital Management
KARO icon

Polen Capital Management’s Karooooo KARO Stock Holding History

Polen Capital Management’s Portfolio KARO Stock Details KARO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-74,821
Closed -$3.4M – 252
2025
Q4 		$3.4M Sell
74,821
-7,787
-9% -$365K 0.01% 70
2025
Q3 		$4.72M Sell
82,608
-2,159
-3% -$110K 0.02% 65
2025
Q2 		$4.15M Buy
84,767
+77,868
+1,129% +$3.67M 0.01% 54
2025
Q1 		$293K Sell
6,899
-6,374
-48% -$288K ﹤0.01% 116
2024
Q4 		$599K Buy
13,273
+2,639
+25% +$111K ﹤0.01% 119
2024
Q3 		$421K Buy
+10,634
New +$384K ﹤0.01% 116
2024
Q2 		– Sell
-9,250
Closed -$232K – 113
2024
Q1 		$232K Hold
9,250
– – ﹤0.01% 104
2023
Q4 		$81M Sell
9,250
-49,391
-84% -$1.19M 0.2% 31
2023
Q3 		$1.17M Sell
58,641
-63,036
-52% -$1.48M ﹤0.01% 91
2023
Q2 		$2.85M Sell
121,677
-5,926
-5% -$134K 0.01% 78
2023
Q1 		$2.96M Buy
127,603
+81,350
+176% +$2M 0.01% 77
2022
Q4 		$1.08M Buy
46,253
+2,800
+6% +$65K ﹤0.01% 87
2022
Q3 		$1.03M Sell
43,453
-670
-2% -$16.7K ﹤0.01% 79
2022
Q2 		$949K Buy
44,123
+2,939
+7% +$79.5K ﹤0.01% 81
2022
Q1 		$1.22M Hold
41,184
– – ﹤0.01% 80
2021
Q4 		$1.68M Buy
41,184
+2,600
+7% +$88.4K ﹤0.01% 79
2021
Q3 		$1.14M Buy
38,584
+420
+1% +$14.3K ﹤0.01% 79
2021
Q2 		$1.4M Buy
+38,164
New +$1.39M ﹤0.01% 75

Other funds holding KARO

GC
Gobi Capital San Francisco, California $2.13B AUM 6.1% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.38B AUM 71.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $524M AUM 25.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $2.04B AUM 35.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Polen Capital Management sold out of Karooooo (KARO) in Q1 2026, closing a stake of 74,821 shares — an estimated $3.4M sold.

Polen Capital Management first reported a position in KARO in Q2 2021 and held it in 18 quarters. The position peaked at $81M in Q4 2023. 67 funds tracked by Wall St. Rank hold KARO as of Q1 2026.

  • Polen Capital Management reported no remaining Karooooo position as of Q1 2026 after selling out during the quarter.
  • Polen Capital Management sold 74,821 Karooooo shares in Q1 2026, an estimated $3.4M.
  • Polen Capital Management first reported a position in Karooooo in Q2 2021 and held it in 18 quarters.
  • Polen Capital Management's Karooooo position peaked at $81M in Q4 2023.
  • 67 funds tracked by Wall St. Rank held Karooooo as of Q1 2026.

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