David M. Polen
Polen Capital Management
Polen Capital Management IRSA Inversiones Y Representaciones stake
total: 588
Polen Capital Management IRS trades
- Total transactions:
- 5
- New positions:
- 1
- Sold out:
- 1
- Added:
- 1
- Reduced:
- 2
- Held since:
- 2025 Q2
- Held for:
- 4 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Polen Capital Management doesn't hold any IRSA Inversiones Y Representaciones (IRS) shares. To date, the estimated cost basis is nearly $14.05 for "buy" trades and estimated average "sell" price is $14.47. Polen Capital Management first purchased IRS in 2025 Q2, initially acquiring 163,598 shares. Since the initial investment in IRSA Inversiones Y Representaciones (IRS), Polen Capital Management has made 4 more transactions.
When did Polen Capital Management sell IRSA Inversiones Y Representaciones (IRS)?
Polen Capital Management sold off the entire IRSA Inversiones Y Representaciones (IRS) position in 2026 Q2.
When did Polen Capital Management buy IRSA Inversiones Y Representaciones (IRS)?
Polen Capital Management first invested in IRSA Inversiones Y Representaciones (IRS) in 2025 Q2 at the reported quarter-end price of $13.93 per share.
What's the cost basis of Polen Capital Management's IRS stake?
The estimated cost basis for IRSA Inversiones Y Representaciones (IRS) stake is around $14.05 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $14.05
- Weighted AVG sell price:
- $14.47
Polen Capital Management's historical trades in IRSA Inversiones Y Representaciones
5 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.00%
|
0
|
$16.21
|
|
-100% (-94,136)
|
-0.01%
|
|
2026 Q1
|
0.01%
|
94,136
|
$16.21
|
$1,525,945
|
-8.53% (-8,775)
|
-0%
|
|
2025 Q4
|
0.01%
|
102,911
|
$16.54
|
$1,702,148
|
+7.98% (+7,605)
|
+0%
|
|
2025 Q3
|
0.00%
|
95,306
|
$11.84
|
$1,128,423
|
-41.74% (-68,292)
|
-0%
|
|
2025 Q2
|
0.01%
|
163,598
|
$13.93
|
$2,278,920
|
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.