POLEN CAPITAL MANAGEMENT LLC

Position in MEC — Mayville Engineering Company, Inc.

CIK 1034524 Boca Raton, FL

Position in MEC

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

Position Value

$2,316,039

New position

Shares Held

61,827

first reported quarter

Ownership

0.242%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#61

of 153 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

POLEN CAPITAL MANAGEMENT LLC holds $171,444,364 across 5 Metal Fabrication names. MEC ranks #4 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATI	Ati Inc	819,236	$161,471,415
2	CRS	Carpenter Technology Corp	6,756	$4,167,371
3	PRLB	Proto Labs Inc	35,011	$2,853,746
4	MEC	Mayville Engineering Company, Inc. This page	61,827	$2,316,039
5	MLI	Mueller Industries Inc	10,344	$635,793

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,316,039	61,827	—	Shares	Sole	2026-08-04
No filing history on record for this holder in this stock.