Polen Capital Management 13F holdings, Q1 1999
Holdings as of March 31, 1999 · filings on SEC EDGAR · latest filing →
Polen Capital Management disclosed 19 US equity positions worth $442.9m in its Q1 1999 13F filing. The largest position was AMGN at 12.2% of the reported book, followed by AXP and Schering Plough.
What did Polen Capital Management own in Q1 1999? Top 19 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | AMGN Amgen Inc | Healthcare | 12.2% | $54.0m | 721,765 | – | |
| 2 | AXP American Express | Financial Services | 10.1% | $44.6m | 379,164 | – | |
| 3 | Schering Plough | 8.8% | $38.8m | 701,960 | – | ||
| 4 | Freddie Mac | 7.7% | $34.1m | 595,773 | – | ||
| 5 | MSFT Microsoft Corp | Technology | 7.5% | $33.1m | 369,185 | – | |
| 6 | INTC Intel Corp | Technology | 7.0% | $31.0m | 260,545 | – | |
| 7 | MDT Medtronic Inc | Healthcare | 6.7% | $29.8m | 415,030 | – | |
| 8 | MCD McDonald's Corp | Consumer Cyclical | 6.5% | $28.9m | 637,996 | – | |
| 9 | EFX Equifax Inc | Industrials | 6.2% | $27.2m | 792,677 | – | |
| 10 | Anheuser-Busch | 6.0% | $26.5m | 348,688 | – | ||
| 11 | Gillette Co | 4.6% | $20.6m | 345,865 | – | ||
| 12 | Reynolds & Reynolds | 3.9% | $17.4m | 918,440 | – | ||
| 13 | Pulitzer Inc | 3.4% | $15.0m | 370,528 | – | ||
| 14 | Hearst-Argyle | 3.4% | $15.0m | 607,329 | – | ||
| 15 | Fannie Mae | 2.8% | $12.3m | 178,215 | – | ||
| 16 | KO Coca-Cola Co | Consumer Defensive | 2.4% | $10.6m | 172,008 | – | |
| 17 | Taro Pharmaceutical | 0.4% | $1.7m | 308,600 | – | ||
| 18 | ChoicePoint | 0.2% | $1.1m | 21,990 | – | ||
| 19 | BRK/A Berkshire Hathaway A | 0.2% | $1.1m | 15 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.