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)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 42,040 0.05 Add 22.24% <0.01 $184.40 $7,752,176 SEC
2025   Q4 34,390 0.03 Reduce 0.09% $172.77 $5,941,560 SEC
2025   Q3 34,420 0.02 Reduce 13.04% <0.01 $166.24 $5,721,981 SEC
2025   Q2 39,583 0.02 Buy 0.02 $130.98 $5,184,581 SEC