MARSICO CAPITAL MANAGEMENT LLC

Position in VSEC — Vse Corp

CIK 1055966 DENVER, CO

Position in VSEC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$31,260,399

+$8,396,275 QoQ

Shares Held

136,807

+10.3% QoQ

Ownership

0.487%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#47

of 393 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

MARSICO CAPITAL MANAGEMENT LLC holds $442,901,982 across 6 Aerospace & Defense names. VSEC ranks #4 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	558,948	$208,895,636
2	BA	Boeing Co	523,760	$113,378,327
3	AIR	Aar Corp	253,981	$36,301,504
4	VSEC	Vse Corp This page	136,807	$31,260,399
5	HEI	Heico Corp	86,999	$30,988,173
6	AXON	Axon Enterprise, Inc.	39,382	$22,077,943

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$31,260,399	136,807	+10.3%	Shares	Sole	2026-08-13
2026-03-31	$22,864,124	123,992	+17.3%	Shares	Sole	2026-05-13
2025-12-31	$18,267,490	105,733	0.0%	Shares	Sole	2026-02-12
2025-09-30	$17,577,053	105,733	—	Shares	Sole	2025-11-12
No filing history on record for this holder in this stock.