Broad Bay Capital Management’s VSE Corp VSEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-314,364
Closed -$37.7M 29
2025
Q1
$37.7M Buy
314,364
+53,421
+20% +$6.41M 5.53% 5
2024
Q4
$24.8M Buy
260,943
+6,909
+3% +$657K 3.05% 11
2024
Q3
$21M Sell
254,034
-22,466
-8% -$1.86M 2.89% 16
2024
Q2
$24.4M Buy
276,500
+66,500
+32% +$5.87M 3.2% 11
2024
Q1
$16.8M Buy
+210,000
New +$16.8M 2.14% 13