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Q2 2026 7/58 funds filed
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Polen Capital Management — BW

How Polen Capital Management's position in Babcock & Wilcox Enterprises Inc - US changed quarter by quarter. Change badges compare each quarter to the fund's immediately-prior filing.

Quarters held
3
First reported
Q4 2025
Latest value
$3,516,695
Latest weight
0%
Peak weight
0%
Shares since first
+104%

Position Trend

Shares, value, and weight from first report to latest report.

Polen Capital Management first reported 122,280 shares in Q4 2025 and most recently reported 249,411 shares in Q2 2026. Portfolio weight peaked at 0% in Q2 2026; the low reported weight was 0% in Q4 2025.

Since the first report, shares are +104% and reported value is +353.6%. Latest move: TRIM

Quarter Shares Value % of portfolio Change
Q2 2026 249,411 $3,516,695 0.03% TRIM
Q1 2026 271,492 $3,988,217 0.03% ADD
Q4 2025 122,280 $775,255 0.0% NEW