Lodge Hill Capital’s Viasat VSAT Stock Holding History

Lodge Hill Capital’s Portfolio VSAT Stock Details VSAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-375,000	Closed	-$17.2M	–	31
2026 Q1	$17.2M	Sell	375,000 -350,000	-48%	-$15.7M	3.32%	17
2025 Q4	$25M	Sell	725,000 -125,000	-15%	-$4.41M	4.72%	11
2025 Q3	$24.9M	Sell	850,000 -450,000	-35%	-$10.8M	4.45%	12
2025 Q2	$19M	Buy	+1,300,000	New	+$13.2M	4.37%	12

Other funds holding VSAT

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CCM

Carronade Capital Management Darien, Connecticut $5.77B AUM 89.67% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

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

OCP

OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return

Lodge Hill Capital's VSAT Position: Q2 2026 in Review

Lodge Hill Capital sold out of Viasat (VSAT) in Q2 2026, closing a stake of 375,000 shares — an estimated $17.2M sold.

Lodge Hill Capital first reported a position in VSAT in Q2 2025 and held it in 4 quarters. The position peaked at $25M in Q4 2025. 485 funds tracked by Wall St. Rank hold VSAT as of Q2 2026.

Lodge Hill Capital reported no remaining Viasat position as of Q2 2026 after selling out during the quarter.
Lodge Hill Capital sold 375,000 Viasat shares in Q2 2026, an estimated $17.2M.
Lodge Hill Capital first reported a position in Viasat in Q2 2025 and held it in 4 quarters.
Lodge Hill Capital's Viasat position peaked at $25M in Q4 2025.
485 funds tracked by Wall St. Rank held Viasat as of Q2 2026.

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