POLEN CAPITAL MANAGEMENT LLC

Position in BW — Babcock & Wilcox Enterprises, Inc.

CIK 1034524 Boca Raton, FL

Position in BW

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$3,516,695

-$471,522 QoQ

Shares Held

249,411

-8.1% QoQ

Ownership

0.167%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#55

of 200 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

POLEN CAPITAL MANAGEMENT LLC holds $236,470,588 across 3 Specialty Industrial Machinery names. BW ranks #2 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	196,612	$230,991,574
2	BW	Babcock & Wilcox Enterprises, Inc. This page	249,411	$3,516,695
3	GHM	Graham Corp	15,852	$1,962,319

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,516,695	249,411	-8.1%	Shares	Sole	2026-08-04
2026-03-31	$3,988,217	271,492	+122.0%	Shares	Sole	2026-05-14
2025-12-31	$775,255	122,280	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.