DENDUR CAPITAL LP: VSE CORP (VSEC): Quarterly 13F Position History
As of Q2 2026, DENDUR CAPITAL LP reported 821,400 shares of VSE CORP (VSEC), worth $187.7M and representing 11.0% of its 13F equity book. Quarter-over-quarter share count change: + 342,400 (+71.5%) . The position first appeared in Q4 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.
- 821,400Shares Held (Latest Filing)
- $187.7MReported Market Value (Latest Filing)
- 11.0%Portfolio Weight (% of 13F Equity Book)
- +342,400Quarter-over-Quarter Share Change
- +$99.4MQuarter-over-Quarter Value Change
- 821,400Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 821,400 | +342,400 | +71.5% | $187.7M | 11.0% | $228.5 |
| Q1 2026 | 479,000 | +227,000 | +90.1% | $88.3M | 6.5% | $184.4 |
| Q4 2025 | 252,000 | – | – | $43.5M | 4.5% | $172.8 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did DENDUR CAPITAL LP first disclose a VSEC position in 13F-HR filings?
DENDUR CAPITAL LP first reported VSE CORP (VSEC) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 3 reported quarters within Pactolio's tracked window.
What was DENDUR CAPITAL LP's most recent quarter-over-quarter share-count change in VSEC?
Between Q1 2026 and Q2 2026, DENDUR CAPITAL LP added 342,400 shares of VSEC (+71.5%), bringing the total reported position to 821,400 shares at a market value of $187.7M.
Does the implied price-per-share represent DENDUR CAPITAL LP's cost basis in VSEC?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.