Polen Capital Management’s SiteOne Landscape Supply SITE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$220K Sell
1,821
-19,517
-91% -$2.36M ﹤0.01% 239
2025
Q1
$2.59M Sell
21,338
-2,802
-12% -$340K 0.01% 80
2024
Q4
$3.18M Buy
24,140
+7,847
+48% +$1.03M 0.01% 78
2024
Q3
$2.46M Sell
16,293
-818
-5% -$123K 0.01% 79
2024
Q2
$2.08M Sell
17,111
-3,731
-18% -$453K 0.01% 82
2024
Q1
$3.64M Sell
20,842
-491
-2% -$85.7K 0.01% 73
2023
Q4
$3.47M Sell
21,333
-2,128
-9% -$346K 0.01% 86
2023
Q3
$3.83M Sell
23,461
-537
-2% -$87.8K 0.01% 78
2023
Q2
$4.02M Sell
23,998
-7,455
-24% -$1.25M 0.01% 74
2023
Q1
$4.31M Sell
31,453
-698
-2% -$95.5K 0.01% 70
2022
Q4
$3.77M Sell
32,151
-5,277
-14% -$619K 0.01% 67
2022
Q3
$3.9M Buy
37,428
+3,534
+10% +$368K 0.01% 66
2022
Q2
$4.03M Buy
+33,894
New +$4.03M 0.01% 66