Polen Capital Management 13F holdings, Q4 2002
Holdings as of December 31, 2002 · filings on SEC EDGAR · latest filing →
Polen Capital Management disclosed 18 US equity positions worth $910.1m in its Q4 2002 13F filing. The largest position was MDT at 9.1% of the reported book, followed by MSFT and McGraw Hill. Against the Q3 2002 filing, it opened 2 new positions, added to 13 and reduced 1 among the top 18 holdings.
What did Polen Capital Management own in Q4 2002? Top 18 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2002 |
|---|---|---|---|---|---|---|---|
| 1 | MDT Medtronic Inc | Healthcare | 9.1% | $82.7m | 1,814,035 | 13% | added |
| 2 | MSFT Microsoft Corp | Technology | 8.3% | $75.7m | 1,464,242 | 14% | added |
| 3 | McGraw Hill | 8.2% | $74.2m | 1,227,337 | 9% | added | |
| 4 | AMGN Amgen Inc | Healthcare | 7.4% | $67.0m | 1,386,785 | -14% | reduced |
| 5 | UPS UPS | Industrials | 7.2% | $65.5m | 1,038,175 | 14% | added |
| 6 | PFE Pfizer Inc | Healthcare | 6.9% | $63.2m | 2,067,226 | 32% | added |
| 7 | HSY Hershey Foods | Consumer Defensive | 6.9% | $62.6m | 928,718 | 15% | added |
| 8 | Anheuser-Busch | 6.6% | $60.4m | 1,248,662 | 14% | added | |
| 9 | Bershire Hathaway B | 6.4% | $57.8m | 23,867 | 14% | added | |
| 10 | KO Coca-Cola CO | Consumer Defensive | 6.2% | $56.6m | 1,290,871 | 13% | added |
| 11 | GD General Dynamics | Industrials | 6.1% | $55.7m | 702,332 | – | new |
| 12 | AXP American Express | Financial Services | 5.3% | $47.9m | 1,355,335 | 13% | added |
| 13 | Minn Mng & Mfg | 4.6% | $42.0m | 340,479 | 14% | added | |
| 14 | PEP Pepsico Inc | Consumer Defensive | 3.9% | $35.4m | 839,578 | – | new |
| 15 | Dell Computer Corp | 3.6% | $32.8m | 1,226,353 | 4% | added | |
| 16 | Reynolds & Reynolds | 2.7% | $24.6m | 965,246 | 11% | added | |
| 17 | Hearst-Argyle | 0.4% | $3.4m | 140,105 | 0% | held | |
| 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.