David M. Polen
Polen Capital Management
Polen Capital Management Astec Industries Inc stake
total: 588
Polen Capital Management ASTE trades
- Total transactions:
- 5
- New positions:
- 1
- Added:
- 4
- Held since:
- 2025 Q2
- Held for:
- 5 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Polen Capital Management holds 52,160 Astec Industries Inc (ASTE) shares with a market value of roughly $3.19M accounting for 0.03% of the overall portfolio. To date, the estimated cost basis is nearly $51.2 for "buy" trades. Polen Capital Management first purchased ASTE in 2025 Q2, initially acquiring 10,956 shares. Since the initial investment in Astec Industries Inc (ASTE), Polen Capital Management has made 4 more transactions.
When did Polen Capital Management buy Astec Industries Inc (ASTE)?
Polen Capital Management first invested in Astec Industries Inc (ASTE) in 2025 Q2 at the reported quarter-end price of $41.69 per share.
What's the cost basis of Polen Capital Management's ASTE stake?
The estimated cost basis for Astec Industries Inc (ASTE) stake is around $51.20 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $51.20
Polen Capital Management's historical trades in Astec Industries Inc
5 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.03%
|
52,160
|
$61.19
|
$3,191,670
|
+26.69% (+10,988)
|
+0.01%
|
|
2026 Q1
|
0.02%
|
41,172
|
$53.84
|
$2,216,700
|
+84.26% (+18,828)
|
+0.01%
|
|
2025 Q4
|
0.00%
|
22,344
|
$43.32
|
$967,942
|
+23.39% (+4,236)
|
+0%
|
|
2025 Q3
|
0.00%
|
18,108
|
$48.13
|
$871,538
|
+65.28% (+7,152)
|
+0%
|
|
2025 Q2
|
0.00%
|
10,956
|
$41.69
|
$456,756
|
new
|
+0%
|
* 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.