Polen Capital Management VSEC trades
David M. Polen
Polen Capital Management VSE Corp stake
total: 588
Trades details
- Total transactions:
- 5
- New positions:
- 1
- Added:
- 1
- Reduced:
- 3
- Held since:
- 2025 Q2
- Held for:
- 5 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Polen Capital Management holds 29,853 VSE Corp (VSEC) shares with a market value of roughly $6.82M accounting for 0.06% of the overall portfolio. To date, the estimated cost basis is nearly $139.63 for "buy" trades and estimated average "sell" price is $209.91. Polen Capital Management first purchased VSEC in 2025 Q2, initially acquiring 39,583 shares. Since the initial investment in VSE Corp (VSEC), Polen Capital Management has made 4 more transactions.
When did Polen Capital Management buy VSE Corp (VSEC)?
Polen Capital Management first invested in VSE Corp (VSEC) in 2025 Q2 at the reported quarter-end price of $130.98 per share.
What's the cost basis of Polen Capital Management's VSEC stake?
The estimated cost basis for VSE Corp (VSEC) stake is around $139.63 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $139.63
- Weighted AVG sell price:
- $209.91
Polen Capital Management's historical trades in VSE Corp
5 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.06%
|
29,853
|
$228.50
|
$6,821,411
|
-28.99% (-12,187)
|
-0.02%
|
|
2026 Q1
|
0.05%
|
42,040
|
$184.40
|
$7,752,176
|
+22.24% (+7,650)
|
+0.01%
|
|
2025 Q4
|
0.03%
|
34,390
|
$172.77
|
$5,941,560
|
-0.09% (-30)
|
-0%
|
|
2025 Q3
|
0.02%
|
34,420
|
$166.24
|
$5,721,981
|
-13.04% (-5,163)
|
-0%
|
|
2025 Q2
|
0.02%
|
39,583
|
$130.98
|
$5,184,581
|
new
|
+0.02%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.