Position in VSEC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$27,660,000
+$21,613,050 QoQ
Shares Held
150,000
+328.6% QoQ
Ownership
0.535%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
8 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, 2026Ghisallo Capital Management LLC holds $186,481,946 across 12 Aerospace & Defense names. VSEC ranks #3 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
600,000 | $42,306,000 | |
| 2 | SARO |
StandardAero, Inc.
|
1,200,000 | $30,996,000 | |
| 3 | VSEC |
Vse Corp
This page
|
150,000 | $27,660,000 | |
| 4 | HEI |
Heico Corp
|
90,000 | $24,678,000 | |
| 5 | KRMN |
Karman Holdings Inc.
|
225,000 | $18,011,250 | |
| 6 | LOAR |
Loar Holdings Inc.
|
200,000 | $11,458,000 | |
| 7 | MDA |
MDA Space Ltd.
|
450,000 | $11,394,000 | |
| 8 | YSS |
York Space Systems Inc.
|
407,837 | $9,041,746 |
All Filings in VSEC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,660,000 | 150,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,046,950 | 35,000 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $16,372,500 | 125,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,999,750 | 25,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,377,500 | 25,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,136,500 | 50,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,414,000 | 50,000 | Shares | Sole | 2024-09-04 | |
| 2023-09-30 | $1,008,800 | 20,000 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||