Position in VSEC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$93,886,522
+$4,005,176 QoQ
Shares Held
509,146
-2.1% QoQ
Ownership
1.81%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in VSEC Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Driehaus Capital Management LLC holds $923,722,889 across 16 Aerospace & Defense names. VSEC ranks #4 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PL |
Planet Labs PBC
|
7,918,693 | $221,327,469 | |
| 2 | CW |
Curtiss Wright Corp
|
225,759 | $153,768,970 | |
| 3 | FTAI |
FTAI Aviation Ltd.
|
579,521 | $141,982,645 | |
| 4 | VSEC |
Vse Corp
This page
|
509,146 | $93,886,522 | |
| 5 | KRMN |
Karman Holdings Inc.
|
977,353 | $78,237,107 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
95,057 | $40,369,757 | |
| 7 | BWXT |
BWX Technologies, Inc.
|
137,075 | $28,030,466 | |
| 8 | RKLB |
Rocket Lab Corp
|
403,276 | $25,898,384 |
All Filings in VSEC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $93,886,522 | 509,146 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $89,881,346 | 520,237 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $56,138,084 | 337,693 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $51,125,161 | 390,328 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $33,213,232 | 276,800 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $15,694,828 | 165,035 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||