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

Other funds holding SITE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Polen Capital Management sold out of SiteOne Landscape Supply (SITE) in Q3 2025, closing a stake of 1,821 shares — an estimated $220K sold.

Polen Capital Management first reported a position in SITE in Q2 2022 and held it in 13 quarters. The position peaked at $4.31M in Q1 2023. 398 funds tracked by Wall St. Rank hold SITE as of Q3 2025.

  • Polen Capital Management reported no remaining SiteOne Landscape Supply position as of Q3 2025 after selling out during the quarter.
  • Polen Capital Management sold 1,821 SiteOne Landscape Supply shares in Q3 2025, an estimated $220K.
  • Polen Capital Management first reported a position in SiteOne Landscape Supply in Q2 2022 and held it in 13 quarters.
  • Polen Capital Management's SiteOne Landscape Supply position peaked at $4.31M in Q1 2023.
  • 398 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q3 2025.

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