David M. Polen
Polen Capital Management
Polen Capital Management Construction Partners Inc stake
total: 588
Polen Capital Management ROAD trades
- Total transactions:
- 9
- New positions:
- 1
- Added:
- 3
- Reduced:
- 5
- Held since:
- 2024 Q2
- Held for:
- 9 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Polen Capital Management holds 22,291 Construction Partners Inc (ROAD) shares with a market value of roughly $2.65M accounting for 0.02% of the overall portfolio. To date, the estimated cost basis is nearly $75.06 for "buy" trades and estimated average "sell" price is $107.29. Polen Capital Management first purchased ROAD in 2024 Q2, initially acquiring 25,574 shares. Since the initial investment in Construction Partners Inc (ROAD), Polen Capital Management has made 8 more transactions.
When did Polen Capital Management buy Construction Partners Inc (ROAD)?
Polen Capital Management first invested in Construction Partners Inc (ROAD) in 2024 Q2 at the reported quarter-end price of $55.21 per share.
What's the cost basis of Polen Capital Management's ROAD stake?
The estimated cost basis for Construction Partners Inc (ROAD) stake is around $75.06 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $75.06
- Weighted AVG sell price:
- $107.28
Polen Capital Management's historical trades in Construction Partners Inc
9 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.02%
|
22,291
|
$118.77
|
$2,647,502
|
-15.34% (-4,038)
|
-0%
|
|
2026 Q1
|
0.02%
|
26,329
|
$111.12
|
$2,925,678
|
+148.04% (+15,714)
|
+0.01%
|
|
2025 Q4
|
0.00%
|
10,615
|
$108.55
|
$1,152,258
|
-2.37% (-258)
|
-0%
|
|
2025 Q3
|
0.00%
|
10,873
|
$127.00
|
$1,380,871
|
-13.59% (-1,710)
|
-0%
|
|
2025 Q2
|
0.00%
|
12,583
|
$106.28
|
$1,337,321
|
-63.84% (-22,212)
|
-0.01%
|
|
2025 Q1
|
0.01%
|
34,795
|
$71.87
|
$2,500,738
|
+8.70% (+2,786)
|
+0%
|
|
2024 Q4
|
0.01%
|
32,009
|
$88.46
|
$2,831,493
|
-8.79% (-3,085)
|
-0%
|
|
2024 Q3
|
0.01%
|
35,094
|
$69.80
|
$2,449,592
|
+37.23% (+9,520)
|
+0%
|
|
2024 Q2
|
0.00%
|
25,574
|
$55.21
|
$1,411,938
|
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.