Position in VSEC
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$5,378,763
-$721,572 QoQ
Shares Held
29,169
-17.4% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in VSEC Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Lisanti Capital Growth, LLC holds $34,847,801 across 9 Aerospace & Defense names. VSEC ranks #3 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PL |
Planet Labs PBC
|
212,425 | $5,937,278 | |
| 2 | KRMN |
Karman Holdings Inc.
|
71,079 | $5,689,873 | |
| 3 | VSEC |
Vse Corp
This page
|
29,169 | $5,378,763 | |
| 4 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
74,235 | $5,234,309 | |
| 5 | MRCY |
Mercury Systems Inc
|
53,565 | $3,905,424 | |
| 6 | ATRO |
Astronics Corp
|
40,820 | $2,723,918 | |
| 7 | RKLB |
Rocket Lab Corp
|
32,930 | $2,114,764 | |
| 8 | FLY |
Firefly Aerospace Inc.
|
68,955 | $1,963,148 |
All Filings in VSEC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,378,763 | 29,169 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $6,100,335 | 35,309 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,641,254 | 27,919 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,127,867 | 39,150 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $5,204,566 | 43,375 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,975,180 | 41,800 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,255,011 | 39,345 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,496,983 | 50,940 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $3,565,600 | 44,570 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||