L3VLUP
Quarter end
30 Sep 2025
the date the book describes
Filed
14 Nov 2025
latest of these filings; the earliest 12 Nov 2025
Managers listing it
1
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q2 2025 and Q3 2025; 1 listed it in both
Shares listed
83,543
combined, among listed positions
Reported value
$3.0m
combined, at the quarter end

Among the 95 comparable managers: 0 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing SMR in Q3 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

1 of 1 holder

ActionFiling
Polen Capital Management LLC83,543$3.0munder 0.1%Trimmed-1,88312 Nov 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2025 to Q3 2025, among managers that listed it in both quarters or opened it.

Increases

No increase among listed positions.

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
1 in Q2 2023 to 3 in Q2 2026

Tracked managers listing it, at least.

0246Q2 2023Q4 2024Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SMR by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20231$991kn.a.n.a.
Q4 20241$448k10
Q2 20256$435m51
Q3 20251$3.0m03
Q4 20255$98m236
Q1 20266$114m1714
Q2 20263$132m1614

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

SMR and GEV →SMR and XOM →SMR and CVX →Choose a stock to compare with SMR →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own SMR, latest filings →Back to the 13F Explorer →