Position in VSEC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,383,221
+$2,991,356 QoQ
Shares Held
71,699
-1.3% QoQ
Ownership
0.255%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#69
of 397 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VSEC Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026OSTERWEIS CAPITAL MANAGEMENT INC holds $70,510,877 across 10 Aerospace & Defense names. VSEC ranks #2 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
146,792 | $31,776,063 | |
| 2 | VSEC |
Vse Corp
This page
|
71,699 | $16,383,221 | |
| 3 | LOAR |
Loar Holdings Inc.
|
188,865 | $15,224,407 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
22,267 | $6,470,567 | |
| 5 | RTX |
RTX Corp
|
1,436 | $272,452 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
550 | $93,973 | |
| 7 | GD |
General Dynamics Corp
|
262 | $92,810 | |
| 8 | HEI |
Heico Corp
|
227 | $80,855 |
All Filings in VSEC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,383,221 | 71,699 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,391,865 | 72,624 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,372,434 | 48,460 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||