POLEN CAPITAL MANAGEMENT LLC

Position in GHM — Graham Corp

CIK 1034524 Boca Raton, FL

Position in GHM

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$1,405,801

+$1,006,484 QoQ

Shares Held

17,813

+186.5% QoQ

Ownership

0.152%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

POLEN CAPITAL MANAGEMENT LLC holds $6,564,691 across 5 Specialty Industrial Machinery names. GHM ranks #2 (21.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BW	Babcock & Wilcox Enterprises, Inc.	271,492	$3,988,217
2	GHM	Graham Corp This page	17,813	$1,405,801
3	THR	Thermon Group Holdings, Inc.	9,466	$477,086
4	MIR	Mirion Technologies, Inc.	24,921	$463,281
5	SMR	NUSCALE POWER Corp	21,246	$230,306

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,405,801	17,813	+186.5%	Shares	Sole	2026-05-14
2025-12-31	$399,317	6,217	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.