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Polen Capital

Polen Capital International Small Cap Equity

Jun 2026 → Jun 2026

Our archive holds 1 letter from this strategy and positions in 2 companies. Every quote below is copied verbatim from the letter it came from.

1 letter in a year — follow all of Polen Capital for every strategy.

What it bought and sold

  • New positionTokyo TatemonoJun 2026
    During the quarter, we initiated positions in Asta Energy Solutions, Morinaga Milk Industry, Tokyo Tatemono, TBS Holdings, and Bird Construction, while exiting positions in Sojitz Corporation, Rakuten Bank, Nippon Television Holdings, and Munters Group.
  • ExitedMunters GroupJun 2026
    During the quarter, we initiated positions in Asta Energy Solutions, Morinaga Milk Industry, Tokyo Tatemono, TBS Holdings, and Bird Construction, while exiting positions in Sojitz Corporation, Rakuten Bank, Nippon Television Holdings, and Munters Group.
  • New positionTBS HoldingsJun 2026
    During the quarter, we initiated positions in Asta Energy Solutions, Morinaga Milk Industry, Tokyo Tatemono, TBS Holdings, and Bird Construction, while exiting positions in Sojitz Corporation, Rakuten Bank, Nippon Television Holdings, and Munters Group.
  • New positionBird ConstructionJun 2026
    During the quarter, we initiated positions in Asta Energy Solutions, Morinaga Milk Industry, Tokyo Tatemono, TBS Holdings, and Bird Construction, while exiting positions in Sojitz Corporation, Rakuten Bank, Nippon Television Holdings, and Munters Group.
  • ExitedSojitz CorporationJun 2026
    During the quarter, we initiated positions in Asta Energy Solutions, Morinaga Milk Industry, Tokyo Tatemono, TBS Holdings, and Bird Construction, while exiting positions in Sojitz Corporation, Rakuten Bank, Nippon Television Holdings, and Munters Group.
  • New positionMorinaga Milk IndustryJun 2026
    During the quarter, we initiated positions in Asta Energy Solutions, Morinaga Milk Industry, Tokyo Tatemono, TBS Holdings, and Bird Construction, while exiting positions in Sojitz Corporation, Rakuten Bank, Nippon Television Holdings, and Munters Group.
  • New positionAsta Energy SolutionsJun 2026
    During the quarter, we initiated positions in Asta Energy Solutions, Morinaga Milk Industry, Tokyo Tatemono, TBS Holdings, and Bird Construction, while exiting positions in Sojitz Corporation, Rakuten Bank, Nippon Television Holdings, and Munters Group.
  • ExitedNippon Television HoldingsJun 2026
    During the quarter, we initiated positions in Asta Energy Solutions, Morinaga Milk Industry, Tokyo Tatemono, TBS Holdings, and Bird Construction, while exiting positions in Sojitz Corporation, Rakuten Bank, Nippon Television Holdings, and Munters Group.
  • ExitedRakuten BankJun 2026
    During the quarter, we initiated positions in Asta Energy Solutions, Morinaga Milk Industry, Tokyo Tatemono, TBS Holdings, and Bird Construction, while exiting positions in Sojitz Corporation, Rakuten Bank, Nippon Television Holdings, and Munters Group.

Also held

Every letter

2026