Eli Lilly retired 0.4% of its shares in twelve months, so this stake grew 0.4% without buying a share.
Shares held, 8 quarters
Superinvestors › Polen Capital
Polen Capital’s cannibal stocks
Polen Capital Management · 13F for Q2 2026
16cannibals held
$3.8Bin these positions
Q2 2026latest 13F filing
Microsoft retired 0.1% of its shares in twelve months, so this stake grew 0.1% without buying a share.
Shares held, 8 quarters
Mastercard retired 3.9% of its shares in twelve months, so this stake grew 4.1% without buying a share.
Shares held, 8 quarters
Oracle retired 99.9% of its shares in twelve months, so this stake grew 93880.2% without buying a share.
Shares held, 8 quarters
MSCI retired 3.2% of its shares in twelve months, so this stake grew 3.4% without buying a share.
Shares held, 8 quarters
IDEXX Laboratories retired 1.3% of its shares in twelve months, so this stake grew 1.4% without buying a share.
Shares held, 8 quarters
Meta Platforms has retired 12.2% of its shares since its peak.
Shares held, 8 quarters
Howmet Aerospace retired 0.8% of its shares in twelve months, so this stake grew 0.8% without buying a share.
Shares held, 8 quarters
EMCOR retired 1.5% of its shares in twelve months, so this stake grew 1.5% without buying a share.
Shares held, 8 quarters
Aon retired 1.3% of its shares in twelve months, so this stake grew 1.3% without buying a share.
Shares held, 8 quarters
Zoetis retired 6.2% of its shares in twelve months, so this stake grew 6.6% without buying a share.
Shares held, 8 quarters
Willis Towers Watson retired 3.0% of its shares in twelve months, so this stake grew 3.1% without buying a share.
Shares held, 8 quarters
Adobe retired 7.0% of its shares in twelve months, so this stake grew 7.6% without buying a share.
Shares held, 8 quarters
Green Brick Partners retired 1.3% of its shares in twelve months, so this stake grew 1.3% without buying a share.
Shares held, 8 quarters
Apple retired 1.2% of its shares in twelve months, so this stake grew 1.2% without buying a share.
Shares held, 8 quarters
Roivant Sciences
ROIVNew$306K8,659 shares
Tracked by the Radar, not on the leaderboard yet.
Shares held, 8 quarters
Values as reported in the 13F at quarter end. See the Q2 2026 filing on EDGAR.
Questions
Which cannibal stocks does Polen Capital own?
In the Q2 2026 13F, Polen Capital Management held LLY, MSFT, MA, ORCL, MSCI, IDXX, META, HWM, EME, AON, ZTS, WTW, ADBE, GRBK, AAPL, ROIV. 15 of them are on the Buyback Radar leaderboard.
Where does this data come from?
From Polen Capital Management's 13F filings with the SEC, the last eight quarters, amendments applied, options excluded. A 13F shows US-listed stock positions at quarter end and is filed up to 45 days later, so it is a record, not a live portfolio.
How do buybacks help Polen Capital?
Oracle retired 99.9% of its shares in the last twelve months. That alone made every remaining share, including Polen Capital's 3,574,259, 93880.2% bigger as a slice of the company, without buying anything.
Polen Capital’s moves in companies like these are covered on Cannibal Stocks.
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