Should You Sell RH (RH)?
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Durable Capital Partners Henry Ellenbogen | 666,936 | $223,043,406 | -25% | 1.63% |
2. | D E Shaw D. E. Shaw | 628,600 | $210,222,698 | +507% | 0.18% |
3. | 504,900 | $168,853,707 | +8% | 0.03% | |
4. | Anomaly Capital Management Ben Jacobs | 439,125 | $146,856,574 | +26% | 5.23% |
5. | Atreides Management Gavin Baker | 351,174 | $117,443,121 | +15% | 2.99% |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$219.85 | 2,099 | 3,351,337 | 2024-06-26 | Filing | ||
$219.29 | 9,575 | 3,349,238 | 2024-06-26 | Filing | ||
$214.46 | 400 | 3,339,663 | 2024-06-26 | Filing | ||
$215.96 | 8,084 | 3,339,263 | 2024-06-25 | Filing | ||
$215.08 | 19,161 | 3,331,179 | 2024-06-25 | Filing |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$353.57 | 2,000 | 0 | 2024-10-18 | Filing | ||
$345.00 | 1,000 | 9,914 | 2024-09-19 | Filing | ||
$340.30 | 2,000 | 10,914 | 2024-09-18 | Filing | ||
$346.37 | 4,285 | 78 | 2024-09-19 | Filing | ||
$281.61 | 12,887 | 0 | 2024-05-06 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 1,878,939 | $547,672,995 | 0.04% | |
2. | 1,400,544 | $408,230,565 | 0% | |
3. | 1,328,490 | $387,228,265 | 0% | |
4. | 667,700 | $194,621,196 | 0.03% | |
5. | 608,400 | $177,336,432 | 0.03% |