As of November 6, 2026, 4 holders' latest Schedule 13D or 13G filings report owning 5% or more of Polen Credit Opportunities Fund. The largest reported stake is Stanley C. Moss Revocable Trust U/A DTD 10/13/2015's, at 16.9%. 5 filings are on record since July 22, 2025 (Schedule 13G/A, July 31, 2025).
Sell to companies like Polen Credit Opportunities Fund? Enter your website and see 10 with a filed reason to buy from you this month. Free.
Opens in a new tab. No signup.
Key facts
- · Reporting person: Daniel A. Davidowitz Revocable Trust U/A dated 2/2/22 · Sole voting: 245,886 · Shared voting: 0 · Sole dispositive: 245,886 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-08-10
- · Reporting person: Mckibben Craig L · Sole voting: 220,272 · Shared voting: 0 · Sole dispositive: 220,272 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-08-10
- · Reporting person: Polen Capital Credit, LLC · Sole voting: 240,532 · Shared voting: 0 · Sole dispositive: 240,532 · Shared dispositive: 0 · SCHEDULE 13G, 2026-01-28
- · Reporting person: Stanley C. Moss Revocable Trust U/A DTD 10/13/2015 · Sole voting: 786,395 · Shared voting: 0 · Sole dispositive: 786,395 · Shared dispositive: 0 · SCHEDULE 13G/A, 2025-07-31
- · Holder: Polen Capital Management LLC · Percent: 4.9% · SCHEDULE 13G/A
Polen Credit Opportunities Fund has 5 Schedule 13D or 13G filings on record since 2025-07-22. 4 holders' latest filing reports 5% or more of common shares. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Stanley C. Moss Revocable Trust U/A DTD 10/13/2015 | 16.9% | 786,395 | SCHEDULE 13G/A, 2025-07-31 | 2025-06-30 |
| Daniel A. Davidowitz Revocable Trust U/A dated 2/2/22 | 5.7% | 245,886 | SCHEDULE 13G/A, 2026-08-10 | 2026-06-30 |
| Polen Capital Credit, LLC | 5.3% | 240,532 | SCHEDULE 13G, 2026-01-28 | 2025-12-31 |
| 5.1% | 220,272 | SCHEDULE 13G/A, 2026-08-10 | 2026-06-30 | |
| Polen Capital Management LLC | 4.9% | 227,894 | SCHEDULE 13G/A, 2025-07-22 | 2025-06-30 |
Holding shares or following this stake? See who's behind Polen Credit Opportunities Fund and the warning signs.
Free to see. No signup.
Keep reading
More on Polen Credit Opportunities Fund and the records around it.
Companies that share a holder
- POLEN CAPITAL MANAGEMENT LLC also filed stake reports on 1 other company: Paycom Software, Inc. (Jul 2025)
Watch Polen Credit Opportunities Fund
Get an email when Polen Credit Opportunities Fund files again: a new raise, a leadership change, a layoff or an IPO filing. One email first to confirm; nothing else until you click it. At most one a day, one click to stop. Free for up to 3 companies.
Want the whole picture on Polen Credit Opportunities Fund?
Example from a real report (our sample on Target): “The Q2 2026 earnings report, published August 19, 2026, showed adjusted EPS of $2.46 against an expected $2.33” Source: CNBC
A Full Report on Polen Credit Opportunities Fund: verified, sourced, every claim cited, ready in a few minutes. See pricing.
What the Full Report on Polen Credit Opportunities Fund covers
The Short Answer
Which Company This Is
What They Do, And How The Money Works
Who Runs It, And How To Reach Them
The Money: Funding, Valuation, Runway
Who Pays Them, And Who They Are Up Against
Warning Bells
Sources
5 cited sources found
Plus the sections for what you are deciding, which you pick after ordering.
A real finished report, first screen. Opens in a new tab.
Not ready to order yet? Keep this snapshot.
Sends this preview to you once; we won't add you to any list
Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Stanley C. Moss Revocable Trust U/A DTD 10/13/2015 | 786,395 | 0 | 786,395 | 0 | SCHEDULE 13G/A, 2025-07-31 |
| Daniel A. Davidowitz Revocable Trust U/A dated 2/2/22 | 245,886 | 0 | 245,886 | 0 | SCHEDULE 13G/A, 2026-08-10 |
| Polen Capital Credit, LLC | 240,532 | 0 | 240,532 | 0 | SCHEDULE 13G, 2026-01-28 |
| Polen Capital Management LLC | 240,532 | 0 | 240,532 | 0 | SCHEDULE 13G, 2026-01-28 |
| Mckibben Craig L | 220,272 | 0 | 220,272 | 0 | SCHEDULE 13G/A, 2026-08-10 |
The latest filing identifies Polen Credit Opportunities Fund by CUSIP 73110T100 and gives its principal executive office as c/o Polen Capital Credit, LLC, 1075 Main Street, Suite 320, Waltham, MA 02451 (SCHEDULE 13G/A, 2026-08-10).
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-22 | Polen Capital Management LLC | 4.9% | SCHEDULE 13G/A |
| 2025-07-31 | Stanley C. Moss Revocable Trust U/A DTD 10/13/2015 | 16.9% | SCHEDULE 13G/A |
| 2026-01-28 | Polen Capital Credit, LLC | 5.3% | SCHEDULE 13G |
| 2026-08-10 | Mckibben Craig L | 5.1% | SCHEDULE 13G/A |
| 2026-08-10 | Daniel A. Davidowitz Revocable Trust U/A dated 2/2/22 | 5.7% | SCHEDULE 13G/A |
Questions about who owns Polen Credit Opportunities Fund
Who owns Polen Credit Opportunities Fund?
On this page, 4 holders' latest ownership filings report 5% or more of Polen Credit Opportunities Fund: Stanley C. Moss Revocable Trust U/A DTD 10/13/2015 (16.9%, Schedule 13G/A, filed 2025-07-31), Daniel A. Davidowitz Revocable Trust U/A dated 2/2/22 (5.7%, Schedule 13G/A, filed 2026-08-10), Polen Capital Credit, LLC (5.3%, Schedule 13G, filed 2026-01-28) and Mckibben Craig L (5.1%, Schedule 13G/A, filed 2026-08-10).
Who are the largest shareholders of Polen Credit Opportunities Fund?
By the share each holder's latest filing reports, the largest holders of Polen Credit Opportunities Fund on this page are Stanley C. Moss Revocable Trust U/A DTD 10/13/2015 (16.9%), Daniel A. Davidowitz Revocable Trust U/A dated 2/2/22 (5.7%) and Polen Capital Credit, LLC (5.3%).
When did Stanley C. Moss Revocable Trust U/A DTD 10/13/2015 buy into Polen Credit Opportunities Fund?
The filings give report dates, not purchase dates. The earliest filing from Stanley C. Moss Revocable Trust U/A DTD 10/13/2015 on this page is the Schedule 13G/A, filed 2025-07-31, reporting 16.9%. That earliest filing is itself an amendment, which updates an earlier report.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 5 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
Tools for this story
Each opens in a new tab, filled in for Polen Credit Opportunities Fund. With no account yet, you sign up free and land on the result.
Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.