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VSE Corporation

VSEC Industrials
$185.09 $-6.77 (-3.53%)
Market Cap: $5.19 B
Gurus Holding
7
Popularity Rank
#1094
% of Shares Held
0.65%
Net Activity (Q4 2025)
-$9.72 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 Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $33.59 M.

Top institutional holders include Chuck Royce and First Eagle Investment.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $9.72 M net outflow during the quarter.

Recent activity highlights George Soros who opened a new position. Conversely, Joel Greenblatt reduced exposure by 30.5%.

Key Holders

Top 5 by Value

$21.71 M
$2.04 M
$1.37 M
$1.14 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$1.61 M
Total Buy Value
New Buys 1
Additions 2
-$11.33 M
Total Sell Value
Reductions 4
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
4
Net Buyers
3

FAQs for VSE Corporation (VSEC)

Major holders include Chuck Royce ($21.71 M), First Eagle Investment ($3.55 M), Joel Greenblatt ($2.04 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 181,484 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $9.72 M, with 3 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited VSEC. The total reported sell value was $11.33 M.

Yes, 1 managers opened new positions in VSEC, and 2 increased their existing holdings. The total reported buy value was $1.61 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.22% Reduce -29.4% 125,639 $21.71 M Q4 2025
0.01% Reduce -26.1% 20,522 $3.55 M Q4 2025
0.01% Reduce -30.5% 11,833 $2.04 M Q4 2025
0.00% Reduce -10.0% 7,919 $1.37 M Q4 2025
0.01% New Buy 6,616 $1.14 M Q4 2025
0.00% Add 62.2% 5,077 $877,153 Q4 2025
0.00% Add 25.1% 3,878 $670,033 Q4 2025
Date
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Transaction
Value
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Position / Chg
SEC Form