Position in VSEC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$29,596,200
+$26,267,700 QoQ
Shares Held
160,500
+358.6% QoQ
Ownership
0.572%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
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 Mar 31, 2026Zimmer Partners, LP holds $219,748,140 across 9 Aerospace & Defense names. VSEC ranks #4 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
783,148 | $55,219,765 | |
| 2 | GE |
General Electric Co
|
130,000 | $36,890,100 | |
| 3 | LOAR |
Loar Holdings Inc.
|
572,500 | $32,798,525 | |
| 4 | VSEC |
Vse Corp
This page
|
160,500 | $29,596,200 | |
| 5 | TDG |
TransDigm Group INC
|
25,000 | $28,974,000 | |
| 6 | SARO |
StandardAero, Inc.
|
850,000 | $21,955,500 | |
| 7 | VVX |
V2X, Inc.
|
125,000 | $8,562,500 | |
| 8 | KRMN |
Karman Holdings Inc.
|
40,000 | $3,202,000 |
All Filings in VSEC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,596,200 | 160,500 | Shares | Sole | 2026-05-15 | |
| 2024-12-31 | $3,328,500 | 35,000 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $15,449,000 | 175,000 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||