NASDAQ · Consumer Discretionary

VSE CORP VSEC

VSE Corporation engages in providing aviation aftermarket parts distribution and maintenance, repair, and overhaul services for air transportation assets for commercial and government markets. It offers its services to global client base of commercial airlines, regional airlines, air cargo transporters, MRO integrators and providers, aviation manufacturers, corporate and private aircraft owners, and fixed-base operators.

Military/Government/Technical

Company profile

Business mix

  • It offers its services to global client base of commercial airlines, regional airlines, air cargo transporters, MRO integrators and providers, aviation manufacturers, corporate and private aircraft owners, and fixed-base operators.
  • The company was incorporated in 1959 and is headquartered in Miramar, Florida.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in aerospace & defense?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 60.59 FCF -0.27% Buyback -20.01%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Durable Capital Partners Henry Ellenbogen 2.7% $259.0M 2026-03-31
Soros Fund Management George Soros 0.5% $45.6M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 2 Last 2 13F filing periods
Net reducers 0 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $144.5M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +117.8% +1,027,195 / 871,633
Soros Fund Management George Soros 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 7367.6% 13F value change +$44.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 6,616 Last 2 periods +487,441 (+7367.6%) Total shares 494,057 Value $45.6M
Durable Capital Partners Henry Ellenbogen 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 1.6% 13F value change +$8.1M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 59.8% 13F value change +$107.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 865,017 Last 2 periods +539,754 (+62.4%) Total shares 1,404,771 Value $259.0M

Recent mentions

No public mentions.