Polen Capital Management
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Polen Capital Management’s Miller Industries MLR Stock Holding History

Polen Capital Management’s Portfolio MLR Stock Details MLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,530
Closed -$513K – 268
2025
Q2 		$513K Buy
+11,530
New +$501K ﹤0.01% 192

Other funds holding MLR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Polen Capital Management's MLR Position: Q3 2025 in Review

Polen Capital Management sold out of Miller Industries (MLR) in Q3 2025, closing a stake of 11,530 shares — an estimated $513K sold.

Polen Capital Management first reported a position in MLR in Q2 2025 and held it in 1 quarter. The position peaked at $513K in Q2 2025. 159 funds tracked by Wall St. Rank hold MLR as of Q3 2025.

  • Polen Capital Management reported no remaining Miller Industries position as of Q3 2025 after selling out during the quarter.
  • Polen Capital Management sold 11,530 Miller Industries shares in Q3 2025, an estimated $513K.
  • Polen Capital Management first reported a position in Miller Industries in Q2 2025 and held it in 1 quarter.
  • Polen Capital Management's Miller Industries position peaked at $513K in Q2 2025.
  • 159 funds tracked by Wall St. Rank held Miller Industries as of Q3 2025.

Based on Polen Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.