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  Upbound Group, Inc. (UPBD)
← All UPBD superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2009   Q2 0 0.00 Sell 100.00% <0.01 $16.94–23.14 · VW $19.23i SEC
2009   Q1 1,150 <0.01 Reduce 17.86% <0.01 $14.45–20.17 · VW $17.58i $22,000 SEC
2008   Q4 1,400 <0.01 Add 38.61% <0.01 $9.97–22.68 · VW $15.67i $25,000 SEC
2008   Q3 1,010 <0.01 Reduce 7.34% $18.60–26.00 · VW $22.26i $23,000 SEC
2008   Q2 1,090 <0.01 Reduce 80.22% <0.01 $17.07–23.20 · VW $21.06i $22,000 SEC
2008   Q1 5,510 <0.01 Add 94.01% <0.01 $11.67–20.22 · VW $16.91i $101,000 SEC
2007   Q4 2,840 <0.01 $14.44 $41,000 SEC
2007   Q3 2,840 <0.01 Buy <0.01 $16.79–27.54 · VW $19.80i $51,000 SEC
Price snapshot:
Current price$21.15
52-week low$14.83
52-week high$25.85