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

Broad Bay Capital Management’s Portfolio VSEC Stock Details VSEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-314,364
Closed -$37.7M – 29
2025
Q1 		$37.7M Buy
314,364
+53,421
+20% +$5.73M 5.53% 5
2024
Q4 		$24.8M Buy
260,943
+6,909
+3% +$728K 3.05% 12
2024
Q3 		$21M Sell
254,034
-22,466
-8% -$1.96M 2.89% 16
2024
Q2 		$24.4M Buy
276,500
+66,500
+32% +$5.34M 3.2% 12
2024
Q1 		$16.8M Buy
+210,000
New +$14.3M 2.14% 13

Other funds holding VSEC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Broad Bay Capital Management's VSEC Position: Q2 2025 in Review

Broad Bay Capital Management sold out of VSE Corp (VSEC) in Q2 2025, closing a stake of 314,364 shares — an estimated $37.7M sold.

Broad Bay Capital Management first reported a position in VSEC in Q1 2024 and held it in 5 quarters. The position peaked at $37.7M in Q1 2025. 236 funds tracked by Wall St. Rank hold VSEC as of Q2 2025.

  • Broad Bay Capital Management reported no remaining VSE Corp position as of Q2 2025 after selling out during the quarter.
  • Broad Bay Capital Management sold 314,364 VSE Corp shares in Q2 2025, an estimated $37.7M.
  • Broad Bay Capital Management first reported a position in VSE Corp in Q1 2024 and held it in 5 quarters.
  • Broad Bay Capital Management's VSE Corp position peaked at $37.7M in Q1 2025.
  • 236 funds tracked by Wall St. Rank held VSE Corp as of Q2 2025.

Based on Broad Bay Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.