Position in VSEC
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$13,591,202
-$405,759 QoQ
Shares Held
73,705
-9.0% QoQ
Ownership
0.263%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in VSEC Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026PRIMECAP MANAGEMENT CO/CA/ holds $1,509,721,673 across 10 Aerospace & Defense names. VSEC ranks #9 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TDG |
TransDigm Group INC
|
410,217 | $475,425,094 | |
| 2 | CW |
Curtiss Wright Corp
|
536,840 | $365,652,460 | |
| 3 | BA |
Boeing Co
|
795,910 | $158,409,967 | |
| 4 | GD |
General Dynamics Corp
|
389,010 | $133,516,012 | |
| 5 | MOG-A |
Moog Inc.
|
433,360 | $126,818,470 | |
| 6 | TXT |
Textron Inc
|
1,248,660 | $109,332,669 | |
| 7 | RTX |
RTX Corp
|
375,962 | $72,523,069 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
143,000 | $49,356,450 |
All Filings in VSEC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,591,202 | 73,705 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $13,996,961 | 81,015 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $27,637,067 | 166,248 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $22,965,771 | 175,338 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $20,298,108 | 169,165 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $14,005,377 | 147,270 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $11,015,664 | 133,152 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||