Bayberry Capital Partners LP

Position in VSEC — Vse Corp

CIK 1771524 NEW YORK, NY

Position in VSEC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$8,545,900

New position

Shares Held

37,400

first reported quarter

Ownership

0.133%

of shares outstanding

% of Portfolio

2.94%

of 13F equity value

Holder Rank

#99

of 393 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Bayberry Capital Partners LP holds $32,960,115 across 3 Aerospace & Defense names. VSEC ranks #2 (25.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WWD	Woodward, Inc.	38,700	$16,464,528
2	VSEC	Vse Corp This page	37,400	$8,545,900
3	RTX	RTX Corp	41,900	$7,949,687

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,545,900	37,400	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.