David M. Polen
Polen Capital Management
Polen Capital Management Mueller Industries Inc stake
total: 588
Polen Capital Management MLI trades
- Total transactions:
- 4
- New positions:
- 1
- Added:
- 2
- Reduced:
- 1
- Held since:
- 2025 Q3
- Held for:
- 4 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Polen Capital Management holds 10,344 Mueller Industries Inc (MLI) shares with a market value of roughly $317.92K accounting for 0.00% of the overall portfolio. To date, the estimated cost basis is nearly $44.18 for "buy" trades and estimated average "sell" price is $57.4. Polen Capital Management first purchased MLI in 2025 Q3, initially acquiring 9,954 shares. Since the initial investment in Mueller Industries Inc (MLI), Polen Capital Management has made 3 more transactions.
When did Polen Capital Management buy Mueller Industries Inc (MLI)?
Polen Capital Management first invested in Mueller Industries Inc (MLI) in 2025 Q3 at the reported quarter-end price of $50.55 per share.
What's the cost basis of Polen Capital Management's MLI stake?
The estimated cost basis for Mueller Industries Inc (MLI) stake is around $44.18 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $44.18
- Weighted AVG sell price:
- $57.40
Polen Capital Management's historical trades in Mueller Industries Inc
4 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.00%
|
10,344
|
$30.74
|
$317,923
|
+86.78% (+4,806)
|
+0%
|
|
2026 Q1
|
0.00%
|
5,538
|
$55.40
|
$306,805
|
+1.80% (+98)
|
+0%
|
|
2025 Q4
|
0.00%
|
5,440
|
$57.40
|
$312,256
|
-45.35% (-4,514)
|
-0%
|
|
2025 Q3
|
0.00%
|
9,954
|
$50.55
|
$503,224
|
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.