David M. Polen
Polen Capital Management
Polen Capital Management FTAI AVIATION LTD stake
total: 588
Polen Capital Management FTAI trades
- Total transactions:
- 5
- New positions:
- 1
- Reduced:
- 4
- Held since:
- 2025 Q2
- Held for:
- 5 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Polen Capital Management holds 1,404 FTAI AVIATION LTD (FTAI) shares with a market value of roughly $379.82K accounting for 0.00% of the overall portfolio. To date, the estimated cost basis is nearly $115.04 for "buy" trades and estimated average "sell" price is $193.7. Polen Capital Management first purchased FTAI in 2025 Q2, initially acquiring 14,662 shares. Since the initial investment in FTAI AVIATION LTD (FTAI), Polen Capital Management has made 4 more transactions.
When did Polen Capital Management buy FTAI AVIATION LTD (FTAI)?
Polen Capital Management first invested in FTAI AVIATION LTD (FTAI) in 2025 Q2 at the reported quarter-end price of $115.04 per share.
What's the cost basis of Polen Capital Management's FTAI stake?
The estimated cost basis for FTAI AVIATION LTD (FTAI) stake is around $115.04 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $115.04
- Weighted AVG sell price:
- $193.70
Polen Capital Management's historical trades in FTAI AVIATION LTD
5 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.00%
|
1,404
|
$270.53
|
$379,824
|
-20.32% (-358)
|
-0%
|
|
2026 Q1
|
0.00%
|
1,762
|
$245.00
|
$431,690
|
-35.88% (-986)
|
-0%
|
|
2025 Q4
|
0.00%
|
2,748
|
$196.85
|
$540,944
|
-74.57% (-8,057)
|
-0.01%
|
|
2025 Q3
|
0.01%
|
10,805
|
$166.86
|
$1,802,922
|
-26.31% (-3,857)
|
-0%
|
|
2025 Q2
|
0.01%
|
14,662
|
$115.04
|
$1,686,716
|
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.