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User

David M. Polen

Polen Capital Management

Polen Capital Management Savers Value Village, Inc stake

total: 588

Polen Capital Management SVV trades

Total transactions:
2
New positions:
1
Sold out:
1
Held since:
2025 Q3
Held for:
1 quarter
Latest activity:
2025 Q4
According to 2026 Q2 report, Polen Capital Management doesn't hold any Savers Value Village, Inc (SVV) shares. To date, the estimated cost basis is nearly $13.25 for "buy" trades and estimated average "sell" price is $13.25. Polen Capital Management first purchased SVV in 2025 Q3, initially acquiring 13,022 shares. Since the initial investment in Savers Value Village, Inc (SVV), Polen Capital Management has made 1 more transaction.

When did Polen Capital Management sell Savers Value Village, Inc (SVV)?

Polen Capital Management sold off the entire Savers Value Village, Inc (SVV) position in 2025 Q4.

When did Polen Capital Management buy Savers Value Village, Inc (SVV)?

Polen Capital Management first invested in Savers Value Village, Inc (SVV) in 2025 Q3 at the reported quarter-end price of $13.25 per share.

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

The estimated cost basis for Savers Value Village, Inc (SVV) stake is around $13.25 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$13.25
Weighted AVG sell price:
$13.25

Polen Capital Management's historical trades in Savers Value Village, Inc

2 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2025 Q4
0.00%
0
$13.25
-100% (-13,022)
-0%
2025 Q3
0.00%
13,022
$13.25
$172,542
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.
* 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.