Polen Capital Management 13F holdings, Q3 2002
Holdings as of September 30, 2002 · filings on SEC EDGAR · latest filing →
Polen Capital Management disclosed 18 US equity positions worth $732.7m in its Q3 2002 13F filing. The largest position was McGraw Hill at 9.4% of the reported book, followed by MDT and AMGN. Against the Q2 2002 filing, it opened 0 new positions, added to 17 and reduced 0 among the top 18 holdings.
What did Polen Capital Management own in Q3 2002? Top 18 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2002 |
|---|---|---|---|---|---|---|---|
| 1 | McGraw Hill | 9.4% | $69.1m | 1,128,527 | 11% | added | |
| 2 | MDT Medtronic Inc | Healthcare | 9.2% | $67.7m | 1,606,626 | 7% | added |
| 3 | AMGN Amgen Inc | Healthcare | 9.2% | $67.3m | 1,615,051 | 7% | added |
| 4 | UPS UPS | Industrials | 7.8% | $56.9m | 909,553 | 5% | added |
| 5 | MSFT Microsoft Corp | Technology | 7.7% | $56.3m | 1,287,747 | 7% | added |
| 6 | Anheuser-Busch | 7.5% | $55.3m | 1,091,992 | 6% | added | |
| 7 | KO Coca-Cola CO | Consumer Defensive | 7.5% | $54.6m | 1,138,249 | 7% | added |
| 8 | Bershire Hathaway B | 7.1% | $51.8m | 21,020 | 6% | added | |
| 9 | HSY Hershey Foods | Consumer Defensive | 6.8% | $50.0m | 805,320 | 12% | added |
| 10 | PFE Pfizer Inc | Healthcare | 6.2% | $45.6m | 1,571,438 | 7% | added |
| 11 | AXP American Express | Financial Services | 5.1% | $37.5m | 1,201,144 | 41% | added |
| 12 | Minn Mng & Mfg | 4.5% | $32.8m | 298,227 | 36% | added | |
| 13 | Dell Computer Corp | 3.8% | $27.7m | 1,178,555 | 13% | added | |
| 14 | INTC Intel Corp | Technology | 2.8% | $20.2m | 1,455,628 | 6% | added |
| 15 | Reynolds & Reynolds | 2.7% | $19.5m | 867,742 | 4% | added | |
| 16 | MCD McDonald's Corp | Consumer Cyclical | 2.0% | $14.5m | 822,721 | 4% | added |
| 17 | Hearst-Argyle | 0.5% | $3.5m | 140,105 | 8% | added | |
| 18 | BRK/A Bershire Hathaway A | 0.3% | $2.5m | 34 | 0% | held |
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.