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Disclosery

DENDUR CAPITAL LP: VSEC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DENDUR CAPITAL LP on VSEC, newest first. How the timeline and the estimate are built.

DENDUR CAPITAL LP held 821,400 VSEC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 821,400 shares
    Change vs previous 13F +342,400 shares

    10.98% of the 13F portfolio, value $187,689,900.

    13F-HR 0001892688-26-000118 filed by DENDUR CAPITAL LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 479,000 shares
    Change vs previous 13F +227,000 shares

    6.5% of the 13F portfolio, value $88,327,600.

    13F-HR 0001892688-26-000075 filed by DENDUR CAPITAL LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 252,000 shares
    Change vs previous 13F not available

    4.53% of the 13F portfolio, value $43,538,040.

    13F-HR 0001892688-26-000035 filed by DENDUR CAPITAL LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).