Position in CPA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,947,740
+$2,306,832 QoQ
Shares Held
18,948
+159.8% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#96
of 322 holders
Holding Since
Mar 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CPA Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026POLEN CAPITAL MANAGEMENT LLC holds $3,665,359 across 2 Airlines names. CPA ranks #1 (80.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPA |
Copa Holdings, S.A.
This page
|
18,948 | $2,947,740 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
5,277 | $717,619 |
All Filings in CPA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,947,740 | 18,948 | Shares | Sole | 2026-08-04 | |
| 2024-12-31 | $640,908 | 7,293 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $903,491 | 9,628 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $1,062,970 | 11,168 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,455,427 | 13,973 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||