Polen Capital Management
SITE icon

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

Polen Capital Management’s Portfolio SITE Stock Details SITE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,821
Closed -$220K – 285
2025
Q2 		$220K Sell
1,821
-19,517
-91% -$2.31M ﹤0.01% 239
2025
Q1 		$2.59M Sell
21,338
-2,802
-12% -$372K 0.01% 80
2024
Q4 		$3.18M Buy
24,140
+7,847
+48% +$1.13M 0.01% 78
2024
Q3 		$2.46M Sell
16,293
-818
-5% -$112K 0.01% 79
2024
Q2 		$2.08M Sell
17,111
-3,731
-18% -$564K 0.01% 82
2024
Q1 		$3.64M Sell
20,842
-491
-2% -$81K 0.01% 73
2023
Q4 		$3.47M Sell
21,333
-2,128
-9% -$310K 0.01% 86
2023
Q3 		$3.83M Sell
23,461
-537
-2% -$87.7K 0.01% 78
2023
Q2 		$4.02M Sell
23,998
-7,455
-24% -$1.1M 0.01% 74
2023
Q1 		$4.31M Sell
31,453
-698
-2% -$98.3K 0.01% 70
2022
Q4 		$3.77M Sell
32,151
-5,277
-14% -$615K 0.01% 67
2022
Q3 		$3.9M Buy
37,428
+3,534
+10% +$443K 0.01% 66
2022
Q2 		$4.03M Buy
+33,894
New +$4.55M 0.01% 66

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