VSE (VSEC) Superinvestor holders
21 of the superinvestors we track hold VSE (VSEC) in their latest 13F filings, $686M in total.
Summary
The largest holder is Henry Ellenbogen (Durable Capital Partners), with $224M, 2.2% of the portfolio.
In their latest quarter: 4 opened a new position, 5 added, 12 trimmed.
Who holds it
Each investor's latest 13F filing, largest stake first. What a 13F shows.
| Investor | Last change | Shares | Value | % of portfolio | Filed for |
|---|---|---|---|---|---|
| Henry Ellenbogen Durable Capital Partners |
Trimmed | 980,310 | $224M | 2.2% | Q2 2026 |
| Artisan Partners | Trimmed | 453,393 | $104M | 0.2% | Q2 2026 |
| Jennison Associates | Trimmed | 390,312 | $89M | 0.1% | Q2 2026 |
| Alger Fred Alger Management |
Trimmed | 246,712 | $56M | 0.2% | Q2 2026 |
| Aziz Hamzaogullari Loomis Sayles & Co |
Trimmed | 216,567 | $49M | 0.1% | Q2 2026 |
| George Soros Soros Fund Management |
Trimmed | 120,327 | $27M | 0.5% | Q2 2026 |
| Michael Lowenstein Kensico Capital Management |
New position | 119,600 | $27M | 0.5% | Q2 2026 |
| Ron Baron Baron Capital (BAMCO) |
Added | 100,166 | $23M | 0.0% | Q2 2026 |
| Conestoga Conestoga Capital Advisors |
New position | 128,827 | $21M | 0.6% | Q3 2026 |
| Chuck Royce Royce Investment Partners |
Added | 78,508 | $13M | 0.1% | Q3 2026 |
| Mark Kingdon Kingdon Capital Management |
Trimmed | 52,500 | $12M | 1.6% | Q2 2026 |
| PRIMECAP Management PRIMECAP Management Co |
Trimmed | 52,500 | $12M | 0.0% | Q2 2026 |
| Jean-Marie Eveillard First Eagle Investment Management |
Added | 45,422 | $10M | 0.0% | Q2 2026 |
| Dan Davidowitz Polen Capital Management |
Trimmed | 29,853 | $7M | 0.1% | Q2 2026 |
| Louis Bacon Moore Capital Management |
Trimmed | 16,107 | $4M | 0.1% | Q2 2026 |
| Ken Fisher Fisher Investments |
Trimmed | 20,866 | $3M | 0.0% | Q3 2026 |
| Ken Tropin Graham Capital Management |
Added | 6,100 | $1M | 0.1% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Trimmed | 4,527 | $1M | 0.0% | Q2 2026 |
| Ensign Peak Ensign Peak Advisors |
Added | 1,400 | $319,900 | 0.0% | Q2 2026 |
| Paul Marshall Marshall Wace |
New position | 1,200 | $274,200 | 0.0% | Q2 2026 |
| Acadian Acadian Asset Management |
New position | 379 | $61,000 | 0.0% | Q3 2026 |
Holders by quarter
| Quarter | Superinvestors holding it |
|---|---|
| Q2 2026 | 19 |
| Q1 2026 | 20 |
| Q4 2025 | 14 |
| Q3 2025 | 14 |
| Q2 2025 | 15 |
| Q1 2025 | 14 |
| Q4 2024 | 13 |
| Q3 2024 | 13 |
Questions about VSE
Which superinvestors own VSE?
21 of the superinvestors we track hold VSE (VSEC) in their latest 13F filings, $686M in total. Henry Ellenbogen, Artisan Partners, Jennison Associates, Alger, Aziz Hamzaogullari, George Soros.
Who is the largest superinvestor holder of VSEC?
The largest holder is Henry Ellenbogen (Durable Capital Partners), with $224M, 2.2% of the portfolio.
From VSE's annual reports filed with the SEC (XBRL data), standardised by Investingly. Information only, not investment advice.