Question 1

Does Polen Capital own TXRH stock?

Accepted Answer

No. Polen Capital exited its TXRH (Texas Roadhouse) position in Q3 2020. Its Q2 2020 13F listed 50,300 shares worth $2.6M.

Question 2

How many shares of TXRH does Polen Capital own?

Accepted Answer

None since Q3 2020, when Polen Capital exited the position. Its Q2 2020 13F listed 50,300 shares worth $2.6M.

Question 3

What is Polen Capital's TXRH position worth?

Accepted Answer

Polen Capital's TXRH position was worth $2.6M in its Q2 2020 13F, before the exit in Q3 2020.

Question 4

Is Polen Capital buying or selling TXRH?

Accepted Answer

In Q3 2020, Polen Capital exited its entire TXRH position.

Question 5

When did Polen Capital first buy TXRH?

Accepted Answer

Polen Capital already held TXRH in its Q4 2018 13F, the earliest on record, and listed it in 7 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2020-Q3 Latest	Exited	0	-100.0%	$0	0.0%	$55.12	0
2020-Q2	Increased	50,300	+109.5%	$2.6M	0.0%	$47.67	42
2020-Q1	Increased	24,011	+67.5%	$992,000	0.0%	$37.45	37
2019-Q4	Increased	14,331	+15.7%	$807,000	0.0%	$50.68	29
2019-Q3	Increased	12,392	+0.8%	$651,000	0.0%	$47.01	25
2019-Q2	Increased	12,290	+8.3%	$660,000	0.0%	$47.77	27
2019-Q1	Increased	11,350	+7.1%	$706,000	0.0%	$55.06	26
2018-Q4	First report	10,596	-	$633,000	0.0%	$52.59	0