David M. Polen
Polen Capital Management
Polen Capital Management Argan Inc stake
total: 588
Polen Capital Management AGX trades
- Total transactions:
- 5
- New positions:
- 1
- Reduced:
- 4
- Held since:
- 2025 Q2
- Held for:
- 5 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Polen Capital Management holds 10,214 Argan Inc (AGX) shares with a market value of roughly $8.16M accounting for 0.07% of the overall portfolio. To date, the estimated cost basis is nearly $220.48 for "buy" trades and estimated average "sell" price is $459.27. Polen Capital Management first purchased AGX in 2025 Q2, initially acquiring 44,821 shares. Since the initial investment in Argan Inc (AGX), Polen Capital Management has made 4 more transactions.
When did Polen Capital Management buy Argan Inc (AGX)?
Polen Capital Management first invested in Argan Inc (AGX) in 2025 Q2 at the reported quarter-end price of $220.48 per share.
What's the cost basis of Polen Capital Management's AGX stake?
The estimated cost basis for Argan Inc (AGX) stake is around $220.48 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $220.48
- Weighted AVG sell price:
- $459.27
Polen Capital Management's historical trades in Argan Inc
5 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.07%
|
10,214
|
$798.55
|
$8,156,390
|
-43.20% (-7,767)
|
-0.04%
|
|
2026 Q1
|
0.07%
|
17,981
|
$544.65
|
$9,793,352
|
-27.75% (-6,905)
|
-0.02%
|
|
2025 Q4
|
0.03%
|
24,886
|
$313.32
|
$7,797,282
|
-33.70% (-12,647)
|
-0.01%
|
|
2025 Q3
|
0.03%
|
37,533
|
$270.05
|
$10,135,787
|
-16.26% (-7,288)
|
-0.01%
|
|
2025 Q2
|
0.03%
|
44,821
|
$220.48
|
$9,882,134
|
new
|
+0.03%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.