What smart money is saying about VSE Corp.
3 funds in our archive have pitched VSE Corp., most recently Conestoga Capital Advisors Small Cap, SMid Cap, and Micro Cap Strategies in September 2026.
VSE Corporation engages in providing aviation aftermarket parts distribution and maintenance, repair, and overhaul services for air transportation assets for commercial and government markets. It offers its services to global client base of commercial airlines, regional airlines, air cargo transporters, MRO integrators and providers, aviation manufacturers, corporate and private aircraft owners, and fixed-base operators. The company was incorporated in 1959 and is headquartered in Miramar, Florida.
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Position history
Between Q4 2024 and Q3 2026, 3 fund letters reported a position in VSE Corp., with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 2 |
| Q2 2025 | 1 | 0 | 1 | 0 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 3 positions · 1 move
- September 2026
“• VSE Corporation provides aircraft-parts distribution and maintenance, repair, and overhaul services to commercial airlines and business and general aviation customers. We believe the company is well positioned to benefit from aging aircraft fleets, limited availability of new aircraft, and growing demand for outsourced repair services. Shares detracted from performance during the quarter despite strong revenue growth, record profitability, and an improved full-year outlook.”
VSE Corp. - September 2026
“VSE Corporation, 3.06%; Casella Waste Systems, Inc. Class A, 5.49%.”
VSE Corp. - June 2025
“• VSE Corp provides repair services and parts distribution for commercial aircraft, business jets and military industries. The aging commercial aircraft fleet and new aircraft production shortages are significant tailwinds to this business, as the existing fleet of aircraft remain in service for longer, requiring more frequent repairs and replacement parts. VSE management has also made several strategic acquisitions over the course of the nearly four years the Fund has held the stock. During the first quarter, VSE reported a strong, upside surprise to earnings estimates while also finalizing the divestiture of the last, non-core business segment in the company portfolio. After a strong upward move in the stock price following the news, we reduced our position in the portfolio as the stock has moved closer to our assessment of fair value.”
VSE Corp.
Fund coverage · 3 theses
VSE provides aviation aftermarket distribution and repair services, supported by platform expansion, durable demand, and margin expansion opportunities.
Read the full thesis- Alger Small Cap Focus FundSeptember 2026
VSE Corporation provides aviation services and is viewed as attractive due to aging fleets, outsourcing demand, expanding repair capabilities, and efficiency gains from integration.
Read the full thesis - Artisan US Small-Cap Growth StrategyDecember 2024
VSE Corporation is transforming into a pure-play aviation aftermarket company, capitalizing on growing demand for maintenance and repair services due to increasing airline passenger traffic and an aging fleet.
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