Henry Ellenbogen - Durable Capital Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    37
Portfolio value:    $9,713,928,029
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 1,404,771 2.67 Add 59.77% 1.00 $164.11–231.60 · VW $193.37i $259,039,772 SEC
2025   Q4 879,228 1.44 Add 1.64% 0.02 $154.67–186.00 · VW $171.15i $151,904,222 SEC
2025   Q3 865,017 1.07 $166.24 $143,800,426 SEC
2025   Q2 865,017 0.86 $130.98 $113,299,927 SEC
2025   Q1 865,017 0.93 Add 41.90% 0.27 $88.69–128.72 · VW $112.47i $103,793,390 SEC
2024   Q4 609,583 0.47 Add 55.45% 0.17 $80.61–123.92 · VW $99.88i $57,971,343 SEC
2024   Q3 392,144 0.24 Add 28.21% 0.05 $73.36–94.10 · VW $83.40i $32,442,073 SEC
2024   Q2 305,860 0.22 Buy 0.22 $74.07–91.73 · VW $84.69i $27,001,321 SEC
Price snapshot:
Current price$205.25
Avg. buy price$131.58
+/- since buy55.99%
52-week low$124.81
52-week high$240.56