Free · no sign-up · Q2 2026

Which funds own VSEC

Vse Corp in the Q2 2026 filings. At least 4 of the 91 current managers on file reported a position, worth $362m between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went the other way: 5 managers trimmed or sold out against 0 buying.

Managers holding: 4; at least, of 91 current
Combined value: $362m; as reported
Opened: 0; new this quarter
Added to: 0; already held
Trimmed or sold out: 5; 1 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Durable Capital Partners LP Long/short equity · $10.3bn book	$224m	2.2%	980,310	-$35m-424,461	Trimmed
Artisan Partners LP Long-only · $63.1bn book	$104m	0.2%	453,393	-$600k-111,462	Trimmed
Soros Fund Management LLC Macro · $8.1bn book	$28m	0.3%	120,327	-$1.5m-36,874	Trimmed
Polen Capital Management LLC Long-only · $11.6bn book	$6.8m	0.1%	29,853	-$900k-12,187	Trimmed

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Balyasny Asset Management LLC · Multi-strategy$26m held before

Ownership through time

At least 12 of the 95 managers whose filings are on file listed VSEC in Q2 2026, against 1 in Q3 2013. The same number as in Q1 2026: 2 started positions; 2 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Freestone Grove Partners LP$19m
Winton Group Ltd$2.5m

Largest increases, by shares

Capital World Investors684,784 to 805,643 shares+$28m
Freestone Grove Partners LPnew: 81,931 shares+$19m
Hudson Bay Capital Management LP31,079 to 67,502 shares+$8.3m
First Eagle Investment Management LLC18,922 to 45,422 shares+$6.1m
Winton Group Ltdnew: 11,140 shares+$2.5m

Largest decreases, by shares

Durable Capital Partners LP1,404,771 to 980,310 shares-$97m
Artisan Partners LP564,855 to 453,393 shares-$25m
Capital Research Global Investors936,375 to 829,201 shares-$24m
Neuberger Berman Group LLC670,909 to 631,452 shares-$9.0m
Soros Fund Management LLC157,201 to 120,327 shares-$8.4m

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Durable Capital Partners LP	Q2 2024	$259m	$224m
Capital Research Global Investors	Q1 2024	$225m	$189m
Capital World Investors	Q2 2025	$184m	$184m
Neuberger Berman Group LLC	Q1 2025	$144m	$144m
Artisan Partners LP	Q4 2024	$104m	$104m
Soros Fund Management LLC	Q4 2025	$29m	$27m
Freestone Grove Partners LP	Q2 2026	$19m	$19m
Hudson Bay Capital Management LP	Q1 2026	$15m	$15m
First Eagle Investment Management LLC	Q2 2021	$11m	$10m
Polen Capital Management LLC	Q2 2025	$7.8m	$6.8m
Moore Capital Management LP	Q1 2026	$8.2m	$3.7m
Winton Group Ltd	Q2 2026	$2.5m	$2.5m
T. Rowe Price Associates Inc	Q1 2026	$193m	last listed Q1 2026
Woodline Partners LP	Q2 2024	$14m	last listed Q1 2025
Acadian Asset Management LLC	Q3 2013	$3.0m	last listed Q1 2015
Caxton Associates LLP	Q1 2026	$578k	last listed Q1 2026
PDT Partners LLC	Q2 2017	$571k	last listed Q2 2018
Element Capital Management LLC	Q1 2018	$358k	last listed Q1 2018

What VSEC is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around VSEC →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

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