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  MSC Industrial Direct Co., Inc. (MSM)
← All MSM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2016   Q4 0 0.00 Sell 100.00% 0.01 $69.96–95.10 · VW $82.97i SEC
2016   Q3 6,340 0.01 Buy 0.01 $69.76–74.84 · VW $72.66i $465,000 SEC
2016   Q2 0 0.00 Sell 100.00% 0.01 $67.74–78.35 · VW $73.92i SEC
2016   Q1 5,720 0.01 Reduce 13.46% <0.01 $54.19–76.58 · VW $66.85i $436,000 SEC
2015   Q4 6,610 0.01 Add 5.25% <0.01 $54.52–65.27 · VW $60.79i $372,000 SEC
2015   Q3 6,280 0.01 Buy 0.01 $60.38–72.40 · VW $67.86i $383,000 SEC
Price snapshot:
Current price$123.99
52-week low$76.68
52-week high$126.99