Position in VSEC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,425,000
-$16,235,000 QoQ
Shares Held
50,000
-66.7% QoQ
Ownership
0.178%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#87
of 397 holders
Holding Since
Sep 2023
9 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, 2026Ghisallo Capital Management LLC holds $1,111,025,382 across 16 Aerospace & Defense names. VSEC ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPCX |
Space Exploration Technologies Corp
|
5,678,145 | $970,167,854 | |
| 2 | ARXS |
Arxis, Inc.
|
500,000 | $23,070,000 | |
| 3 | SARO |
StandardAero, Inc.
|
600,000 | $17,946,000 | |
| 4 | DPC |
DPC Holdings PLC
|
300,000 | $14,718,000 | |
| 5 | FLY |
Firefly Aerospace Inc.
|
500,000 | $14,700,000 | |
| 6 | VSEC |
Vse Corp
This page
|
50,000 | $11,425,000 | |
| 7 | KRMN |
Karman Holdings Inc.
|
200,000 | $9,984,000 | |
| 8 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
200,000 | $9,972,000 |
All Filings in VSEC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,425,000 | 50,000 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||