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User

David M. Polen

Polen Capital Management

Polen Capital Management KAROOOOO LTD stake

total: 588

Polen Capital Management KARO trades

Total transactions:
18
New positions:
2
Sold out:
2
Added:
7
Reduced:
7
Held since:
2024 Q3
Held for:
6 quarters
Latest activity:
2026 Q1
According to 2026 Q2 report, Polen Capital Management doesn't hold any KAROOOOO LTD (KARO) shares. To date, the estimated cost basis is nearly $47.78 for "buy" trades and estimated average "sell" price is $45.57. Polen Capital Management first purchased KARO in 2021 Q2, initially acquiring 38,164 shares. Polen Capital Management later completely sold out the position and invested in KAROOOOO LTD again in 2024 Q3. Since the initial investment in KAROOOOO LTD (KARO), Polen Capital Management has made 17 more transactions.

When did Polen Capital Management sell KAROOOOO LTD (KARO)?

Polen Capital Management sold off the entire KAROOOOO LTD (KARO) position in 2026 Q1.

When did Polen Capital Management buy KAROOOOO LTD (KARO)?

Polen Capital Management first invested in KAROOOOO LTD (KARO) in 2021 Q2 at the reported quarter-end price of $36.76 per share.

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

The estimated cost basis for KAROOOOO LTD (KARO) stake is around $47.78 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$47.78
Weighted AVG sell price:
$45.57

Polen Capital Management's historical trades in KAROOOOO LTD

18 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q1
0.00%
0
$45.50
-100% (-74,821)
-0.01%
2025 Q4
0.01%
74,821
$45.50
$3,404,356
-9.43% (-7,787)
-0%
2025 Q3
0.02%
82,608
$57.12
$4,718,569
-2.55% (-2,159)
-0%
2025 Q2
0.01%
84,767
$48.98
$4,151,888
+1,128.69% (+77,868)
+0.01%
2025 Q1
0.00%
6,899
$42.54
$293,483
-48.02% (-6,374)
-0%
2024 Q4
0.00%
13,273
$45.15
$599,276
+24.82% (+2,639)
+0%
2024 Q3
0.00%
10,634
$39.63
$421,425
new
+0%
2024 Q2
0.00%
0
$25.06
-100% (-9,250)
-0%
2023 Q4
0.20%
9,250
$8,759.04
$81,021,086
-84.23% (-49,391)
-1.14%
2023 Q3
0.00%
58,641
$19.91
$1,167,542
-51.81% (-63,036)
-0%
2023 Q2
0.01%
$23.40
-4.64% (-5,926)
2023 Q1
0.01%
$23.20
+175.88% (+81,350)
2022 Q4
0.00%
$23.30
+6.44% (+2,800)
2022 Q3
0.00%
$23.80
-1.52% (-670)
2022 Q2
0.00%
$21.51
+7.14% (+2,939)
2021 Q4
0.00%
$40.77
+6.74% (+2,600)
2021 Q3
0.00%
$29.52
+1.10% (+420)
2021 Q2
0.00%
$36.76
new
* 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.