KCM
VSEC icon

Kensico Capital Management’s VSE Corp VSEC Stock Holding History

Kensico 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 		$27.3M Buy
+119,600
New +$23M 0.47% 23

Other funds holding VSEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
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
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DC
Dendur Capital New York $1.9B AUM 46.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Kensico Capital Management opened a new position in VSE Corp (VSEC) in Q2 2026: 119,600 shares worth $27.3M. The stake represents 0.47% of the portfolio and ranks #23 among its holdings.

381 funds tracked by Wall St. Rank hold VSEC as of Q2 2026.

  • Kensico Capital Management held 119,600 shares of VSE Corp worth $27.3M as of Q2 2026.
  • VSE Corp was a new Kensico Capital Management position in Q2 2026.
  • VSE Corp made up 0.47% of Kensico Capital Management's portfolio in Q2 2026, its #23 holding.
  • 381 funds tracked by Wall St. Rank held VSE Corp as of Q2 2026.

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