VSE CORP (VSEC) — Hedge Fund Ownership Q1 2026
VSEC
- VSE CORP (VSEC) is held by 3 of 82 tracked hedge funds, with Durable Capital Partners (3%) and Polen Capital Management (0.1%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in VSEC holdings came from Durable Capital Partners (+60%) and Polen Capital Management (+22%), highlighting conviction.
- The biggest decreases in VSEC holdings came from First Eagle Investment Management (-8%), suggesting profit-taking or de-risking.
- Overall, hedge funds increased exposure to VSE CORP (VSEC) by +57% vs the prior quarter and +55% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Durable Capital Partners Henry Ellenbogen
|
2.67% | 1.4M | +59.77% | +62.40% | $259.0M | $184.40 | — |
| 2 |
Polen Capital Management
|
0.05% | 42K | +22.24% | — | $7.8M | $184.40 | — |
| 3 |
First Eagle Investment Management
|
0.01% | 19K | -7.80% | -65.10% | $3.5M | $184.40 | — |
| 3 | Total | — | 1.5M | +56.91% | +54.88% | $270.3M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.