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VSEC Vse Corporation

Industrials, filed as VSE CORP (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2, sold by 3

  • 5 Owners
  • Max 2.2%
  • $292M
  • 2 add 3 reduce

In 2026 Q2, 2 managers added and 3 trimmed.

Who owns this now

Largest portfolio weights among holders, up to 2.2% (Henry Ellenbogen, Durable Capital Partners). Not free-float ownership.

  1. Henry Ellenbogen Reduce 2.2%
  2. George Soros Reduce 0.34%
  3. Polen Capital Management Reduce 0.06%
  4. Ron Baron Add 0.03%
  5. First Eagle Investment Manage... Add 0.02%

Who owns VSEC

Sorted by value, long equity only, as of 2026 Q2.

History
Henry Ellenbogen, Durable Capital Partners 2.2%, was 2.7% Reduce −30.2% 980,310 $224M History
George Soros, Soros Fund Management 0.34% Reduce −23.5% 120,327 $27M History
Ron Baron, Bamco Inc. (Baron Capital) 0.03% Add +33.5% 100,166 $23M History
First Eagle Investment Management 0.02%, was 0.01% Add +140.0% 45,422 $10M History
Polen Capital Management 0.06% Reduce −29.0% 29,853 $6.8M History

5 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by VSEC's executives, directors and 10% owners in the last 12 months, from their Form 4s

All VSEC insider trades
  • None no insider bought on the open market
  • $1.3M sold by 1 insider outside a trading plan
  • $4.5M sold by 1 insider under 10b5-1 plans
  1. John A Cuomo CEO
    Planned sale
    $294K 1,566 shares at $187.49 0.9% of stake
    Traded Sep 14 Filed Sep 16
    ↗
  2. John A Cuomo CEO
    Planned sale
    $4.2M 17,500 shares at $242.49 9.4% of stake
    Traded Aug 17 Filed Aug 19
    ↗
  3. Benjamin E. Thomas COO
    Sale
    $1.3M 6,500 shares at $196.82 13% of stake
    Traded Jun 12 Filed Jun 12
    ↗

Also filed in the last 12 months, not counted as buying or selling: 26 stock grants, 9 share withholdings for taxes, 9 option exercises, and 8 gifts.

Congress

1 member of Congress traded VSEC in the last three years: 3 buys and 0 sales.

All Congress trades
  1. Markwayne Mullin R-OKJoint Buy $15K–$50K Feb 4 filed Mar 2
  2. Markwayne Mullin R-OK Buy $15K–$50K Jan 5 filed Feb 4
  3. Markwayne Mullin R-OKSpouse Buy $15K–$50K Jan 5 filed Feb 4

SEC filings

Recent issuer filings from EDGAR, 19 shown.

Filed Form Detail Links
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
10-Q Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
10-Q Filing Doc
8-K 5.07,8.01,9.01 Filing Doc
8-K 1.01,2.01,2.03,7.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
DEFA14A VSE CORPORATION - DEFA14A - 2025 PROXY - ADDITIONAL MATERIALS Filing Doc
DEFA14A VSE CORPORATION - DEFA14A - 2025 PROXY Filing Doc
DEFA14A VSE CORPORATION - DEFA14A - 2025 PROXY - ADDITIONAL MATERIALS Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
DEF 14A VSE CORPORATION DEF 14A DEFINITIVE PROXY STATEMENT Filing Doc

Source: SEC EDGAR submissions, updated 5 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $0.86B $1.08B $1.11B
Net income $39.13M $15.32M $11.7M
Net margin * 4.5% 1.4% 1.1%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $774.03M $874.83M $893.33M
Total non-current assets * $0.576B $0.86B $1.14B
Total assets $1.35B $1.73B $2.03B
Total current liabilities $286.89M $281.84M $237.51M
Total non-current liabilities * $446.73M $464.59M $352.26M
Total equity $0.617B $0.988B $1.44B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$21.83M -$31.04M $26.99M
Cash from investing -$235.69M -$263.67M -$276.45M
Cash from financing $264.97M $315.81M $289.79M
Net change in cash $7.45M $21.1M $40.33M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.