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VSE Corporation

VSEC Industrials
$171.88 $-1.88 (-1.08%)
Market Cap: $4.82 B
Gurus Holding
7
Popularity Rank
#1044
% of Shares Held
1.32%
Net Activity (Q1 2026)
+$35.08 M

Guru Ownership Trend

Guru Analysis for VSE Corporation (VSEC)

VSE Corporation (VSEC), a key player in the Industrials sector, continues to attract institutional attention.

As of Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $63.77 M.

Top institutional holders include George Soros and Chuck Royce.

Institutional sentiment is currently Bullish. This is evidenced by a $35.08 M net inflow during the quarter.

Recent activity highlights George Soros who dramatically increased their stake. Conversely, First Eagle Investment reduced exposure by 7.8%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$39 M
Total Buy Value
New Buys 1
Additions 3
-$3.91 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
4

FAQs for VSE Corporation (VSEC)

Major holders include George Soros ($28.99 M), Chuck Royce ($21.6 M), Louis Moore Bacon ($8.23 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 370,999 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $35.08 M, with 4 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited VSEC. The total reported sell value was $3.91 M.

Yes, 1 managers opened new positions in VSEC, and 3 increased their existing holdings. The total reported buy value was $39 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.32% Add 2276.1% 157,201 $28.99 M Q1 2026
0.21% Reduce -6.8% 117,159 $21.6 M Q1 2026
0.17% New Buy 44,623 $8.23 M Q1 2026
0.00% Add 194.9% 23,351 $4.31 M Q1 2026
0.00% Reduce -7.8% 18,922 $3.49 M Q1 2026
0.01% Reduce -1.1% 5,019 $925,504 Q1 2026
0.00% Add 21.8% 4,724 $871,139 Q1 2026
Date
Insider Name
Transaction
Value
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SEC Form