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User

David M. Polen

Polen Capital Management

Polen Capital Management Bed Bath & Beyond, Inc stake

total: 588

Polen Capital Management BBBY trades

Total transactions:
2
New positions:
1
Sold out:
1
Held since:
2025 Q3
Held for:
1 quarter
Latest activity:
2025 Q4
According to 2026 Q2 report, Polen Capital Management doesn't hold any Bed Bath & Beyond, Inc (BBBY) shares. To date, the estimated cost basis is nearly $9.79 for "buy" trades and estimated average "sell" price is $9.79. Polen Capital Management first purchased BBBY in 2025 Q3, initially acquiring 15,164 shares. Since the initial investment in Bed Bath & Beyond, Inc (BBBY), Polen Capital Management has made 1 more transaction.

When did Polen Capital Management sell Bed Bath & Beyond, Inc (BBBY)?

Polen Capital Management sold off the entire Bed Bath & Beyond, Inc (BBBY) position in 2025 Q4.

When did Polen Capital Management buy Bed Bath & Beyond, Inc (BBBY)?

Polen Capital Management first invested in Bed Bath & Beyond, Inc (BBBY) in 2025 Q3 at the reported quarter-end price of $9.79 per share.

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

The estimated cost basis for Bed Bath & Beyond, Inc (BBBY) stake is around $9.79 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$9.79
Weighted AVG sell price:
$9.79

Polen Capital Management's historical trades in Bed Bath & Beyond, Inc

2 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2025 Q4
0.00%
0
$9.79
-100% (-15,164)
-0%
2025 Q3
0.00%
15,164
$9.79
$148,456
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.
* 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.