← Super investors
VSEC
Vse Corp
4 super-investor ownerscombined $370Mlargest position 2.7%
1 ADD
Cohort owners over time
2024Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Now: 1
Peak: 1
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Henry Ellenbogen | 2.7% | 8q | $259M | 1,404,771 |
| 2 | Joel Greenblatt | 0.1% | 26q | $100M | 541,177 |
| 3 | Polen Capital Management | 0.1% | 4q | $8M | 42,040 |
| 4 | First Eagle Investment Management | <0.1% | 20q | $3M | 18,922 |
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Henry Ellenbogen | ADD | 2.7% | +60% | $259M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 918284100. Not investment advice.