Position in VSEC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,970,789
-$407,974 QoQ
Shares Held
21,754
-25.4% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#125
of 393 holders
Holding Since
Mar 2024
10 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, 2026Lisanti Capital Growth, LLC holds $18,339,638 across 7 Aerospace & Defense names. VSEC ranks #2 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRCY |
Mercury Systems Inc
|
41,450 | $5,070,578 | |
| 2 | VSEC |
Vse Corp
This page
|
21,754 | $4,970,789 | |
| 3 | FLY |
Firefly Aerospace Inc.
|
104,060 | $3,059,364 | |
| 4 | CW |
Curtiss Wright Corp
|
2,450 | $1,856,512 | |
| 5 | RKLB |
Rocket Lab Corp
|
16,195 | $1,646,221 | |
| 6 | ATRO |
Astronics Corp
|
12,280 | $997,872 | |
| 7 | PL |
Planet Labs PBC
|
22,285 | $738,302 |
All Filings in VSEC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,970,789 | 21,754 | Shares | Sole | 2026-08-10 | |
| 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. | ||||||