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User

David M. Polen

Polen Capital Management

Polen Capital Management Astronics Corp stake

total: 588

Polen Capital Management ATRO trades

Total transactions:
5
New positions:
1
Added:
1
Reduced:
3
Held since:
2025 Q2
Held for:
5 quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, Polen Capital Management holds 39,379 Astronics Corp (ATRO) shares with a market value of roughly $3.20M accounting for 0.03% of the overall portfolio. To date, the estimated cost basis is nearly $28.69 for "buy" trades and estimated average "sell" price is $67.08. Polen Capital Management first purchased ATRO in 2025 Q2, initially acquiring 59,749 shares. Since the initial investment in Astronics Corp (ATRO), Polen Capital Management has made 4 more transactions.

How many ATRO shares does Polen Capital Management currently hold?

According to 2026 Q2 report, Polen Capital Management holds 39,379 shares of Astronics Corp (ATRO), valued at around $3.20M.

When did Polen Capital Management buy Astronics Corp (ATRO)?

Polen Capital Management first invested in Astronics Corp (ATRO) in 2025 Q2 at the reported quarter-end price of $27.90 per share.

What's the cost basis of Polen Capital Management's ATRO stake?

The estimated cost basis for Astronics Corp (ATRO) stake is around $28.69 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$28.69
Weighted AVG sell price:
$67.08

Polen Capital Management's historical trades in Astronics Corp

5 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
0.03%
39,379
$81.26
$3,199,938
-22.62% (-11,513)
-0.01%
2026 Q1
0.02%
50,892
$55.61
$2,830,019
-21.01% (-13,537.2)
-0%
2025 Q4
0.01%
64,429.2
$45.20
$2,912,200
-0.56% (-362.4)
-0%
2025 Q3
0.01%
64,791.6
$38.01
$2,462,621
+8.44% (+5,042.4)
+0%
2025 Q2
0.01%
59,749.2
$27.90
$1,667,003
new
+0.01%
* 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.
* 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.