In a new 13F filing, Polen Capital Management revealed it had established a significant new position in ATI Inc. (ATI) during the second quarter of 2026. The investment firm purchased 819,240 shares of the specialty materials manufacturer, a stake valued at approximately $161.47 million as of the June 30 reporting date. This new investment now constitutes 1.39% of Polen Capital's reported portfolio.
ATI is a global producer of high-performance materials and components for the aerospace, defense, and other critical industries. It is important for investors to note that quarterly 13F filings reflect positions held at the end of a prior quarter and are made public with a delay; the trades for this filing occurred between April 1 and June 30, 2026. News from August indicates ATI delivered strong Q2 results, beating guidance and raising its full-year outlook.