David M. Polen
Polen Capital Management
Polen Capital Management Curtiss-Wright Corp stake
total: 588
Polen Capital Management CW 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 2,085 Curtiss-Wright Corp (CW) shares with a market value of roughly $1.58M accounting for 0.01% of the overall portfolio. To date, the estimated cost basis is nearly $569.01 for "buy" trades and estimated average "sell" price is $552.29. Polen Capital Management first purchased CW in 2025 Q2, initially acquiring 2,095 shares. Since the initial investment in Curtiss-Wright Corp (CW), Polen Capital Management has made 4 more transactions.
When did Polen Capital Management buy Curtiss-Wright Corp (CW)?
Polen Capital Management first invested in Curtiss-Wright Corp (CW) in 2025 Q2 at the reported quarter-end price of $488.55 per share.
What's the cost basis of Polen Capital Management's CW stake?
The estimated cost basis for Curtiss-Wright Corp (CW) stake is around $569.01 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $569.01
- Weighted AVG sell price:
- $552.29
Polen Capital Management's historical trades in Curtiss-Wright Corp
5 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.01%
|
2,085
|
$757.76
|
$1,579,930
|
+74.92% (+893)
|
+0.01%
|
|
2026 Q1
|
0.01%
|
1,192
|
$681.12
|
$811,895
|
-1.57% (-19)
|
-0%
|
|
2025 Q4
|
0.00%
|
1,211
|
$551.27
|
$667,588
|
-36.56% (-698)
|
-0%
|
|
2025 Q3
|
0.00%
|
1,909
|
$542.94
|
$1,036,472
|
-8.88% (-186)
|
-0%
|
|
2025 Q2
|
0.00%
|
2,095
|
$488.55
|
$1,023,512
|
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.