VSEC
Vse Corp
4 of the 83 super-investors we track hold VSEC, worth a combined $285M per their latest 13F filings. The largest position: Henry Ellenbogen at 2.2% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Conviction score: 20 of 100 (how strongly the cohort backs it) — ranked #647 of 742 stocks.
Why super-investors own VSEC
VSEC is held by 4 super-investors in our cohort, with a combined position value of $285M. The highest-conviction owner is Henry Ellenbogen at 2.2% of their portfolio. This quarter the cohort registered 1 trimmed.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2019Q1 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Henry Ellenbogen | 2.2% | 9q | $224M | 980,310 |
| 2 | Joel Greenblatt | <0.1% | 27q | $44M | 191,729 |
| 3 | First Eagle Investment Management | <0.1% | 21q | $10M | 45,422 |
| 4 | Polen Capital Management | 0.1% | 5q | $7M | 29,853 |
Owners of VSEC also hold
Congress is trading VSEC
Congress tracker →- Markwayne Mullinbought$15,001 - $50,000 · 2026-02-04
- Markwayne Mullinbought$15,001 - $50,000 · 2026-01-05
- Markwayne Mullinbought$15,001 - $50,000 · 2026-01-05
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Henry Ellenbogen | TRIM | 2.2% | -30% | $224M | Aug 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 918284100. Not investment advice.