DENDUR CAPITAL LP: VSE CORP (VSEC): Quarterly 13F Position History
As of Q1 2026, DENDUR CAPITAL LP reported 479,000 shares of VSE CORP (VSEC), worth $88.3M and representing 6.5% of its 13F equity book. Quarter-over-quarter share count change: + 227,000 (+90.1%) . The position first appeared in Q4 2025 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 479,000Shares Held (Latest Filing)
- $88.3MReported Market Value (Latest Filing)
- 6.5%Portfolio Weight (% of 13F Equity Book)
- +227,000Quarter-over-Quarter Share Change
- +$44.8MQuarter-over-Quarter Value Change
- 479,000Peak Reported Shares (Historical)
Recent initiation: DENDUR CAPITAL LP first reported VSEC on the Q4 2025 filing — fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| 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, not 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 2 reported quarters within Pactolio's tracked window.
What was DENDUR CAPITAL LP's most recent quarter-over-quarter share-count change in VSEC?
Between Q4 2025 and Q1 2026, DENDUR CAPITAL LP added 227,000 shares of VSEC (+90.1%), bringing the total reported position to 479,000 shares at a market value of $88.3M.
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.