Why ATI (ATI) Is Emerging as an Aerospace Supply Chain Winner
Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 1,432,935 | $282,431,527 | +18% | 0.1% |
| 2. | Point72 Asset Management Steve Cohen | 1,240,348 | $244,472,591 | -36% | 0.27% |
| 3. | Viking Global Andreas Halvorsen | 1,153,880 | $227,429,748 | -66% | 0.65% |
| 4. | Dendur Capital Malcolm Levine | 1,009,000 | $198,873,900 | -22% | 10.44% |
| 5. | Millennium Management Israel Englander | 875,260 | $172,513,746 | +42% | 0.06% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $16.83 | 12,500 | $210,365.00 | 80 | 2020-12-10 | Filing | |
| $8.91 | 2,000 | $17,820.00 | 5,116 | 2020-03-16 | Filing | |
| $8.70 | 2,500 | $21,758.75 | 192,140 | 2020-03-16 | Filing | |
| $18.17 | 2,000 | $36,340.00 | 80,185 | 2019-08-14 | Filing | |
| $17.68 | 2,500 | $44,208.00 | 98,385 | 2019-08-14 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $190.99 | 31,757 | $6,065,269.43 | 125,564 | 2026-07-28 | Filing | |
| $187.50 | 400 | $75,000.00 | 157,321 | 2026-07-07 | Filing | |
| $186.36 | 200 | $37,272.00 | 157,721 | 2026-07-07 | Filing | |
| $185.10 | 388 | $71,818.80 | 157,921 | 2026-07-07 | Filing | |
| $184.34 | 4,878 | $899,210.52 | 158,309 | 2026-07-07 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 18,708,922 | $3,687,528,624 | 0.05% | |
| 2. | 6,219,875 | $1,225,937,363 | 0.06% | |
| 3. | 6,162,418 | $1,214,612,588 | 0.03% | |
| 4. | 5,249,249 | $1,034,626,978 | 0.12% | |
| 5. | 5,237,299 | $1,032,271,633 | 0.03% |