Polen Capital Management’s Topgolf Callaway Brands MODG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-83,466
Closed -$656K 128
2024
Q4
$656K Sell
83,466
-12,506
-13% -$98.3K ﹤0.01% 115
2024
Q3
$1.05M Sell
95,972
-57,139
-37% -$627K ﹤0.01% 103
2024
Q2
$2.34M Buy
153,111
+24,349
+19% +$373K 0.01% 78
2024
Q1
$2.08M Sell
128,762
-1,900
-1% -$30.7K ﹤0.01% 86
2023
Q4
$1.87M Buy
+130,662
New +$1.87M ﹤0.01% 99