Quarterly Activity Chart
Adds vs. Reduces by Quarter
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VSEC —
VSE CORP
CUSIP: 918284100 · Held by 5 superinvestors · Combined value: $193,744,451
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Henry Ellenbogen | 1.4% | $151,904,222 | 879,228 | ADD | +14,211 |
| 2 | Ken Griffin | 0.0% | $26,119,023 | 151,178 | ADD | +124,869 |
| 3 | FPA Queens Road | 0.2% | $6,234,060 | 36,083 | REDUCE | -5,809 |
| 4 | Polen Capital | 0.0% | $5,941,560 | 34,390 | REDUCE | -30 |
| 5 | First Eagle Investment Mgmt | 0.0% | $3,545,586 | 20,522 | REDUCE | -7,250 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Henry Ellenbogen | ADD | +14,211 | +1.6% |
| Ken Griffin | ADD | +124,869 | +474.6% |
| FPA Queens Road | REDUCE | -5,809 | -13.9% |
| First Eagle Investment Mgmt | REDUCE | -7,250 | -26.1% |
| Polen Capital | REDUCE | -30 | -0.1% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| FPA Queens Road | REDUCE | -19,792 | -32.1% |
| First Eagle Investment Mgmt | REDUCE | -7,900 | -22.1% |
| Ken Griffin | REDUCE | -20,369 | -43.6% |
| Polen Capital | REDUCE | -5,163 | -13.0% |
Who Owns VSEC? Superinvestor Holdings
VSE CORP is held by 5 tracked superinvestors, with a combined position value of $194 million . The largest positions are held by Henry Ellenbogen (1.4% of portfolio), Ken Griffin (0.0% of portfolio), FPA Queens Road (0.2% of portfolio).
In the most recent quarter, 2 superinvestors added or initiated positions while 3 reduced or exited.