Position in SMR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$230,306
-$685,288 QoQ
Shares Held
21,246
-67.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026POLEN CAPITAL MANAGEMENT LLC holds $6,564,691 across 5 Specialty Industrial Machinery names. SMR ranks #5 (3.5% of the industry book) .
All Filings in SMR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $230,306 | 21,246 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $915,594 | 64,615 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,007,548 | 83,543 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,379,452 | 85,426 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||