Ghisallo Capital Management’s VSE Corp VSEC Stock Holding History

Ghisallo 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
2026 Q2	$11.4M	Sell	50,000 -100,000	-67%	-$19.2M	0.22%	76
2026 Q1	$27.7M	Buy	150,000 +115,000	+329%	+$23.4M	0.76%	40
2025 Q4	$6.05M	Buy	+35,000	New	+$5.99M	0.27%	77
2025 Q3	–	Sell	-125,000	Closed	-$16.4M	–	255
2025 Q2	$16.4M	Buy	125,000 +100,000	+400%	+$12.5M	0.44%	48
2025 Q1	$3M	Hold	25,000	–	–	0.26%	74
2024 Q4	$2.38M	Sell	25,000 -25,000	-50%	-$2.63M	0.14%	93
2024 Q3	$4.14M	Hold	50,000	–	–	0.2%	85
2024 Q2	$4.41M	Buy	+50,000	New	+$4.01M	0.38%	56
2023 Q4	–	Sell	-20,000	Closed	-$1.01M	–	173
2023 Q3	$1.01M	Buy	+20,000	New	+$1.09M	0.1%	85

Other funds holding VSEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dendur Capital New York $1.9B AUM 46.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ghisallo Capital Management's VSEC Position: Q2 2026 in Review

Ghisallo Capital Management reduced its VSE Corp (VSEC) stake by 67% in Q2 2026, selling an estimated $19.2M and leaving 50,000 shares worth $11.4M. The position accounts for 0.22% of the portfolio, ranked #76.

Ghisallo Capital Management first reported a position in VSEC in Q3 2023 and has held it in 9 quarters since. The position peaked at $27.7M in Q1 2026. 381 funds tracked by Wall St. Rank hold VSEC as of Q2 2026.

Ghisallo Capital Management held 50,000 shares of VSE Corp worth $11.4M as of Q2 2026.
Ghisallo Capital Management sold 100,000 VSE Corp shares in Q2 2026, an estimated $19.2M.
VSE Corp made up 0.22% of Ghisallo Capital Management's portfolio in Q2 2026, its #76 holding.
Ghisallo Capital Management first reported a position in VSE Corp in Q3 2023 and has held it in 9 quarters since.
Ghisallo Capital Management's VSE Corp position peaked at $27.7M in Q1 2026.
381 funds tracked by Wall St. Rank held VSE Corp as of Q2 2026.

Based on Ghisallo Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.