Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  VSE Corp. (VSEC)
← All VSEC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 42,040 0.05 Add 22.24% <0.01 $164.11–231.60 · VW $193.37i $7,752,176 SEC
2025   Q4 34,390 0.03 Reduce 0.09% $154.67–186.00 · VW $171.15i $5,941,560 SEC
2025   Q3 34,420 0.02 Reduce 13.04% <0.01 $123.69–174.56 · VW $154.83i $5,721,981 SEC
2025   Q2 39,583 0.02 Buy 0.02 $100.53–140.64 · VW $124.05i $5,184,581 SEC
Price snapshot:
Current price$205.25
Avg. buy price$140.70
+/- since buy45.88%
52-week low$124.81
52-week high$240.56