Lisanti Capital Growth’s VSE Corp VSEC Stock Holding History

Lisanti Capital Growth’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	$4.97M	Sell	21,754 -7,415	-25%	-$1.42M	1.09%	38
2026 Q1	$5.38M	Sell	29,169 -6,140	-17%	-$1.25M	1.36%	29
2025 Q4	$6.1M	Buy	35,309 +7,390	+26%	+$1.26M	1.45%	17
2025 Q3	$4.64M	Sell	27,919 -11,231	-29%	-$1.71M	1.14%	39
2025 Q2	$5.13M	Sell	39,150 -4,225	-10%	-$526K	1.42%	22
2025 Q1	$5.2M	Buy	43,375 +1,575	+4%	+$169K	1.55%	19
2024 Q4	$3.98M	Buy	41,800 +2,455	+6%	+$259K	0.96%	47
2024 Q3	$3.26M	Sell	39,345 -11,595	-23%	-$1.01M	0.82%	52
2024 Q2	$4.5M	Buy	50,940 +6,370	+14%	+$511K	1.08%	40
2024 Q1	$3.57M	Buy	+44,570	New	+$3.04M	0.87%	55

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

Lisanti Capital Growth's VSEC Position: Q2 2026 in Review

Lisanti Capital Growth reduced its VSE Corp (VSEC) stake by 25% in Q2 2026, selling an estimated $1.42M and leaving 21,754 shares worth $4.97M. The position accounts for 1.09% of the portfolio, ranked #38.

Lisanti Capital Growth first reported a position in VSEC in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.1M in Q4 2025. 381 funds tracked by Wall St. Rank hold VSEC as of Q2 2026.

Lisanti Capital Growth held 21,754 shares of VSE Corp worth $4.97M as of Q2 2026.
Lisanti Capital Growth sold 7,415 VSE Corp shares in Q2 2026, an estimated $1.42M.
VSE Corp made up 1.09% of Lisanti Capital Growth's portfolio in Q2 2026, its #38 holding.
Lisanti Capital Growth first reported a position in VSE Corp in Q1 2024 and has held it in 10 quarters since.
Lisanti Capital Growth's VSE Corp position peaked at $6.1M in Q4 2025.
381 funds tracked by Wall St. Rank held VSE Corp as of Q2 2026.

Based on Lisanti Capital Growth's 13F filing for Q2 2026, filed 10 Aug 2026.