Which hedge funds own VSEC? VSE CORP, Q2 2026 13F holders
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42 of the hedge funds tracked by WhaleCreep disclosed a position in VSEC (VSE CORP) in their Q2 2026 13F filings, worth $1.0bn in total. The largest holder by portfolio weight is Dendur Capital LP at 11.0% of its book. 19 managers opened a new position this quarter: TradeLink Capital LLC, SG Capital Management LLC, Bayberry Capital Partners LP, Intrinsic Edge Capital Management LLC. 11 exited: Alyeska Investment Group, L.P., Balyasny Asset Management L.P., Bayforest Capital LTD.
Who discovered VSEC first?
Earliest meaningful positions among the 22 tracked managers we observed opening VSEC since Q2 2024.
1 Durable Capital Partners LP First reported Q2 2024 · ≥1% from Q3 2025 0.2%initial weight · $27.0m 2.2%still holding · 9q +159%stock since Q2 2024
Weight of Durable Capital Partners LP's 13F book in VSEC, by quarter
- 2.7% peak weight, Q1 2026
- $259.0m peak reported value
- 9 quarters held
- 8q before the median tracked entry
The stock's split-adjusted price moved +159% from Q2 2024 to Q2 2026.
31 managers already held VSEC when our coverage of them began
Dendur Capital LP (Q1 2026), AltraVue Capital, LLC (Q1 2026), Samlyn Capital, LLC (Q1 2026), Expect Equity LLC (Q1 2026), Brant Point Investment Management LLC (Q1 2026), Kingdon Capital Management, L.L.C. (Q1 2026), Seven Grand Managers, LLC (Q1 2026), ArrowMark Colorado Holdings LLC (Q1 2026), Ghisallo Capital Management LLC (Q1 2026), Axiom Investors LLC (Q1 2026), Hudson Bay Capital Management LP (Q1 2026), Militia Capital Management LLC (Q1 2026), Elequin Capital, LP (Q1 2026), Graham Capital Management, L.P. (Q1 2026), Prelude Capital Management, LLC (Q1 2026), Citadel Advisors LLC (Q1 2026), Millennium Management LLC (Q1 2026), Walleye Capital LLC (Q1 2026), Aqr Capital Management LLC (Q1 2026), Cva Family Office, LLC (Q1 2026), Alyeska Investment Group, L.P. (Q1 2026), Balyasny Asset Management L.P. (Q1 2026), Bayforest Capital LTD (Q1 2026), Burkehill Global Management, LP (Q1 2026) and 7 more.
Their first filing on record already includes VSEC, so when they first bought it is unknown. They are not ranked above.
View discovery timeline
Dots mark the ranked managers' first reported quarters. Price is the quarter-end price implied by 13F filings, split-adjusted, shown from Q2 2024 where the series is continuous. Coverage widened in Q1 2026 from about a hundred managers to over a thousand, so holders and new holders are shown relative to the managers filing each quarter.
How this is calculated
13F filings are quarterly snapshots of long US-listed equity positions. They do not show exact purchase dates, intra-quarter trading, short positions, most derivatives, or a manager's actual performance. "First reported" is the first quarter-end filing that shows the position.
A manager is ranked only if we observed it filing, without VSEC, within two quarters before its first position. Ranking is by the first quarter the position reached 1% of the manager's 13F book in a run of at least 2 filings, then by peak weight. "High conviction" means a peak weight of at least 5%.
Stock changes are the split-adjusted change in the quarter-end price implied by 13F filings, excluding dividends. They describe the stock over the period, not the return any manager earned. Phases are cut where the share of tracked managers holding VSEC passed one third and two thirds of its peak.
Which hedge funds hold VSEC? Current holders by portfolio weight
| Manager | As of | Weight of book | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|
| Dendur Capital LP | Q2 2026 | 11.0% | $187.7m | 821,400 | 71% | added |
| AltraVue Capital, LLC | Q2 2026 | 8.5% | $117.5m | 514,157 | -2% | reduced |
| TradeLink Capital LLC | Q2 2026 | 7.6% | $771.0k | 3,375 | – | new |
| SG Capital Management LLC | Q2 2026 | 3.8% | $41.8m | 183,142 | – | new |
| Bayberry Capital Partners LP | Q2 2026 | 2.9% | $8.5m | 37,400 | – | new |
| Samlyn Capital, LLC | Q2 2026 | 2.5% | $147.9m | 647,205 | 36% | added |
| Durable Capital Partners LP | Q2 2026 | 2.2% | $224.0m | 980,310 | -30% | reduced |
| Expect Equity LLC | Q2 2026 | 2.0% | $3.1m | 13,617 | 0% | held |
| Intrinsic Edge Capital Management LLC | Q2 2026 | 1.8% | $15.0m | 65,478 | – | new |
| Brant Point Investment Management LLC | Q2 2026 | 1.7% | $7.7m | 33,506 | -3% | reduced |
| Kingdon Capital Management, L.L.C. | Q2 2026 | 1.6% | $12.0m | 52,500 | -12% | reduced |
| Seven Grand Managers, LLC | Q2 2026 | 0.8% | $20.6m | 90,000 | 0% | held |
| ArrowMark Colorado Holdings LLC | Q2 2026 | 0.6% | $14.3m | 62,400 | 3% | added |
| Atom Investors LP | Q2 2026 | 0.6% | $6.5m | 28,386 | – | new |
| Kensico Capital Management Corp | Q2 2026 | 0.5% | $27.3m | 119,600 | – | new |
| Soros Fund Management | Q2 2026 | 0.4% | $27.5m | 120,327 | -23% | reduced |
| Ghisallo Capital Management LLC | Q2 2026 | 0.2% | $11.4m | 50,000 | -67% | reduced |
| Axiom Investors LLC | Q2 2026 | 0.2% | $18.9m | 82,533 | -15% | reduced |
| Diametric Capital, LP | Q2 2026 | 0.2% | $1.4m | 6,328 | – | new |
| Freestone Grove Partners LP | Q2 2026 | 0.1% | $18.7m | 81,931 | – | new |
| CenterBook Partners LP | Q2 2026 | 0.1% | $2.4m | 10,623 | – | new |
| J. Goldman & CO LP | Q2 2026 | 0.1% | $3.0m | 13,298 | – | new |
| Moore Capital Management, LP | Q2 2026 | 0.1% | $3.7m | 16,107 | -64% | reduced |
| Hudson Bay Capital Management LP | Q2 2026 | 0.1% | $15.4m | 67,502 | 117% | added |
| Alpine Woods Capital Investors, LLC | Q2 2026 | 0.1% | $288.1k | 1,261 | – | new |
| Militia Capital Management LLC | Q2 2026 | 0.1% | $339.1k | 1,484 | 25% | added |
| Elequin Capital, LP | Q2 2026 | 0.0% | $1.1m | 4,996 | 5% | added |
| Boothbay Fund Management, LLC | Q2 2026 | 0.0% | $2.0m | 8,947 | – | new |
| Graham Capital Management, L.P. | Q2 2026 | 0.0% | $1.4m | 6,100 | 95% | added |
| Prelude Capital Management, LLC | Q2 2026 | 0.0% | $411.5k | 1,801 | -23% | reduced |
| Persistent Asset Partners LTD | Q2 2026 | 0.0% | $90.5k | 396 | – | new |
| Woodline Partners LP | Q2 2026 | 0.0% | $8.4m | 36,729 | – | new |
| Citadel Advisors LLC | Q2 2026 | 0.0% | $43.8m | 191,729 | -65% | reduced |
| Millennium Management LLC | Q2 2026 | 0.0% | $29.0m | 127,022 | 2608% | added |
| Campbell & CO Investment Adviser LLC | Q2 2026 | 0.0% | $240.2k | 1,051 | – | new |
| Walleye Capital LLC | Q2 2026 | 0.0% | $2.6m | 11,385 | -67% | reduced |
| Verition Fund Management LLC | Q2 2026 | 0.0% | $1.5m | 6,555 | – | new |
| Quantbot Technologies LP | Q2 2026 | 0.0% | $234.4k | 1,026 | – | new |
| Squarepoint Ops LLC | Q2 2026 | 0.0% | $3.4m | 14,984 | – | new |
| Aqr Capital Management LLC | Q2 2026 | 0.0% | $1.0m | 4,527 | -4% | reduced |
| Marshall Wace, LLP | Q2 2026 | 0.0% | $274.2k | 1,200 | – | new |
| Cva Family Office, LLC | Q2 2026 | 0.0% | $229 | 1 | -86% | reduced |
Exited since the previous quarter
| Manager | Prior weight | Prior value |
|---|---|---|
| Alyeska Investment Group, L.P. | 0.2% | $12.5m |
| Balyasny Asset Management L.P. | 0.4% | $26.0m |
| Bayforest Capital LTD | 0.4% | $128.9k |
| Burkehill Global Management, LP | 1.6% | $16.6m |
| Caxton Associates LLP | 0.1% | $578.5k |
| Magnetar Financial LLC | 0.0% | $703.1k |
| Parallax Volatility Advisers, L.P. | 0.4% | $629.1k |
| Scopus Asset Management, L.P. | 0.5% | $2.8m |
| Voloridge Investment Management, LLC | 0.0% | $318.3k |
| Wolverine Asset Management LLC | 0.0% | $331.9k |
| Zimmer Partners, LP | 4.0% | $29.6m |
Held in a manager's last filing on record
These managers have not filed for the latest quarter; their last disclosure is dated.
| Manager | Last filing | Weight |
|---|---|---|
| polen_capital | Q2 2026 | 0.1% |
How has hedge fund ownership of VSEC changed?
| Quarter | Managers holding | Combined value |
|---|---|---|
| Q2 2026 | 43 | $1.0bn |
| Q1 2026 | 35 | $875.9m |
| Q4 2025 | 3 | $159.0m |
| Q3 2025 | 2 | $149.5m |
| Q2 2025 | 3 | $121.2m |
| Q1 2025 | 2 | $117.4m |
| Q4 2024 | 2 | $68.7m |
| Q3 2024 | 2 | $36.2m |
| Q2 2024 | 2 | $30.7m |
| Q4 2023 | 1 | $349.0k |
| Q2 2023 | 1 | $596.0k |
| Q1 2023 | 1 | $485.0k |
| Q3 2022 | 1 | $414.0k |
| Q2 2022 | 1 | $571.0k |
| Q1 2022 | 1 | $516.0k |
| Q1 2021 | 1 | $1.1m |
Counts every tracked manager that disclosed VSEC in that quarter's filing, including managers that have since stopped filing.