Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
Holdings Activity Buys Sells    History
Holding/activity history for  Deluxe Corp. (DLX)
← All DLX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2018   Q3 0 0.00 Sell 100.00% 0.01 $43.72–59.83 · VW $51.30i SEC
2018   Q2 9,260 0.01 $66.20 $613,000 SEC
2018   Q1 9,260 0.01 Add 4.63% <0.01 $65.85–76.95 · VW $69.78i $685,000 SEC
2017   Q4 8,850 0.01 $76.84 $680,000 SEC
2017   Q3 8,850 0.01 $72.99 $646,000 SEC
2017   Q2 8,850 0.01 Add 24.12% <0.01 $67.01–74.60 · VW $70.32i $613,000 SEC
2017   Q1 7,130 0.01 Add 14.81% <0.01 $66.43–75.70 · VW $70.10i $515,000 SEC
2016   Q4 6,210 0.01 Reduce 9.87% <0.01 $67.18–75.94 · VW $72.24i $445,000 SEC
2016   Q3 6,890 0.01 Add 5.67% <0.01 $59.47–69.95 · VW $65.71i $460,000 SEC
2016   Q2 6,520 0.01 Reduce 6.46% <0.01 $61.10–70.26 · VW $66.51i $433,000 SEC
2016   Q1 6,970 0.01 Reduce 3.06% <0.01 $57.59–65.38 · VW $62.70i $436,000 SEC
2015   Q4 7,190 0.01 Reduce 3.75% <0.01 $49.46–60.38 · VW $55.75i $392,000 SEC
2015   Q3 7,470 0.01 Reduce 2.86% <0.01 $53.55–61.61 · VW $57.94i $416,000 SEC
2015   Q2 7,690 0.01 Reduce 5.18% <0.01 $51.61–66.47 · VW $58.70i $477,000 SEC
2015   Q1 8,110 0.01 Reduce 8.77% <0.01 $63.06–69.77 · VW $65.55i $562,000 SEC
2014   Q4 8,890 0.01 Add 3.98% <0.01 $57.54–69.46 · VW $64.52i $553,000 SEC
2014   Q3 8,550 0.01 Add 1.91% <0.01 $51.46–61.79 · VW $57.23i $472,000 SEC
2014   Q2 8,390 0.01 Reduce 24.21% <0.01 $53.75–60.52 · VW $57.94i $491,000 SEC
2014   Q1 11,070 0.01 Add 1.84% <0.01 $48.42–56.99 · VW $53.83i $581,000 SEC
2013   Q4 10,870 0.01 Add 2.55% <0.01 $44.64–54.24 · VW $49.79i $567,000 SEC
2013   Q3 10,600 0.01 Reduce 25.47% <0.01 $38.12–50.39 · VW $46.07i $442,000 SEC
2013   Q2 14,222 0.01 Add 37.28% <0.01 $33.37–43.49 · VW $38.74i $493,000 SEC
2013   Q1 10,360 <0.01 Reduce 10.54% <0.01 $36.37–42.50 · VW $38.76i $428,000 SEC
2012   Q4 11,580 <0.01 Reduce 10.09% <0.01 $28.62–40.38 · VW $36.23i $373,000 SEC
2012   Q3 12,880 <0.01 Reduce 18.53% <0.01 $27.90–32.39 · VW $29.70i $393,000 SEC
2012   Q2 15,810 <0.01 Reduce 6.17% <0.01 $22.08–29.04 · VW $26.50i $394,000 SEC
2012   Q1 16,850 <0.01 Reduce 17.84% <0.01 $21.40–24.98 · VW $23.17i $394,000 SEC
2011   Q4 20,510 <0.01 Reduce 1.44% <0.01 $21.02–26.90 · VW $24.20i $466,000 SEC
2011   Q3 20,810 <0.01 Add 29.82% <0.01 $17.65–24.83 · VW $21.78i $387,000 SEC
2011   Q2 16,030 <0.01 Buy <0.01 $17.50–26.70 · VW $22.11i $396,000 SEC
2009   Q2 0 0.00 Sell 100.00% <0.01 $12.10–18.01 · VW $15.61i SEC
2009   Q1 7,670 <0.01 $9.65 $74,000 SEC
2008   Q4 7,670 <0.01 $14.99 $115,000 SEC
2008   Q3 7,670 <0.01 Add 43.36% <0.01 $7.52–17.72 · VW $11.92i $110,000 SEC
2008   Q2 5,350 <0.01 Buy <0.01 $14.00–22.77 · VW $17.76i $95,000 SEC
Price snapshot:
Current price$25.15
52-week low$14.60
52-week high$31.67