VSEC
Vse Corp
4 super-investors hold VSEC worth a combined $370M. The largest position: Henry Ellenbogen at 2.7% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 28 — ranked #466 of 724 scored stocks.
Why super-investors own VSEC
Henry Ellenbogen dominates the super-investor picture on VSEC, holding $259M worth — roughly 70% of the cohort's combined $370M exposure — at 2.7% of his portfolio, making it his highest-conviction name among the four owners tracked. Ellenbogen added to his position in 2026Q1, the only activity across the cohort this quarter. Greenblatt holds a larger absolute dollar amount ($100M) but at just 0.1% of portfolio, suggesting a more mechanical or diversified context. Broader cohort interest has been static for two years, with owner count flat at one meaningful holder and no new entrants in eight quarters, indicating this remains Ellenbogen's thesis rather than a spreading consensus.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2024Q2 → 2026Q1How 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 | 2.7% | 8q | $259M | 1,404,771 |
| 2 | Joel Greenblatt | 0.1% | 26q | $100M | 541,177 |
| 3 | Polen Capital Management | 0.1% | 4q | $8M | 42,040 |
| 4 | First Eagle Investment Management | <0.1% | 20q | $3M | 18,922 |
Owners of VSEC also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Henry Ellenbogen | ADD | 2.7% | +60% | $259M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 918284100. Not investment advice.