David M. Polen
Polen Capital Management
Polen Capital Management Bel Fuse B Inc stake
total: 588
Polen Capital Management BELFB trades
- Total transactions:
- 5
- New positions:
- 1
- Added:
- 2
- Reduced:
- 2
- Held since:
- 2025 Q2
- Held for:
- 5 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Polen Capital Management holds 32,845 Bel Fuse B Inc (BELFB) shares with a market value of roughly $10.94M accounting for 0.09% of the overall portfolio. To date, the estimated cost basis is nearly $149.8 for "buy" trades and estimated average "sell" price is $318.7. Polen Capital Management first purchased BELFB in 2025 Q2, initially acquiring 20,386 shares. Since the initial investment in Bel Fuse B Inc (BELFB), Polen Capital Management has made 4 more transactions.
When did Polen Capital Management buy Bel Fuse B Inc (BELFB)?
Polen Capital Management first invested in Bel Fuse B Inc (BELFB) in 2025 Q2 at the reported quarter-end price of $97.69 per share.
What's the cost basis of Polen Capital Management's BELFB stake?
The estimated cost basis for Bel Fuse B Inc (BELFB) stake is around $149.80 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $149.80
- Weighted AVG sell price:
- $318.70
Polen Capital Management's historical trades in Bel Fuse B Inc
5 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.09%
|
32,845
|
$333.04
|
$10,938,699
|
-24.21% (-10,494)
|
-0.02%
|
|
2026 Q1
|
0.06%
|
43,339
|
$197.98
|
$8,580,255
|
+92.43% (+20,817)
|
+0.03%
|
|
2025 Q4
|
0.02%
|
22,522
|
$169.63
|
$3,820,407
|
+15.27% (+2,983)
|
+0%
|
|
2025 Q3
|
0.01%
|
19,539
|
$141.02
|
$2,755,390
|
-4.15% (-847)
|
-0%
|
|
2025 Q2
|
0.01%
|
20,386
|
$97.69
|
$1,991,508
|
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.
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.