Position in VSEC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$56,294,922
+$43,241,458 QoQ
Shares Held
305,287
+304.1% QoQ
Ownership
1.09%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in VSEC Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Hood River Capital Management LLC holds $508,538,643 across 11 Aerospace & Defense names. VSEC ranks #3 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
2,714,571 | $191,404,401 | |
| 2 | KRMN |
Karman Holdings Inc.
|
1,288,784 | $103,167,159 | |
| 3 | VSEC |
Vse Corp
This page
|
305,287 | $56,294,922 | |
| 4 | AXON |
Axon Enterprise, Inc.
|
101,762 | $43,217,303 | |
| 5 | RCAT |
Red Cat Holdings, Inc.
|
3,033,005 | $39,702,035 | |
| 6 | YSS |
York Space Systems Inc.
|
988,510 | $21,915,266 | |
| 7 | FTAI |
FTAI Aviation Ltd.
|
88,628 | $21,713,860 | |
| 8 | RKLB |
Rocket Lab Corp
|
283,202 | $18,187,232 |
All Filings in VSEC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,294,922 | 305,287 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,053,464 | 75,554 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||