# Vse (VSEC): value investors who own it | moatshark

2 value investors held Vse in their Q3 2026 13F, led by Polen Capital Management, First Eagle Investment Management.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Polen Capital Management | 0.1% | $6.8m | Trimmed -29% | 5 |
| First Eagle Investment Management | 0.0% | $10.4m | Added +140% | 21 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-09-14 | CUOMO JOHN A | CEO and President | Sold | 912 | $171k |
| 2026-09-14 | CUOMO JOHN A | CEO and President | Sold | 402 | $76k |
| 2026-09-14 | CUOMO JOHN A | CEO and President | Sold | 234 | $44k |
| 2026-09-14 | CUOMO JOHN A | CEO and President | Sold | 18 | $3k |
| 2026-08-17 | CUOMO JOHN A | CEO and President | Sold | 5492 | $1.3m |
| 2026-08-17 | CUOMO JOHN A | CEO and President | Sold | 4215 | $1.0m |
| 2026-08-17 | CUOMO JOHN A | CEO and President | Sold | 2794 | $683k |
| 2026-08-17 | CUOMO JOHN A | CEO and President | Sold | 2147 | $519k |
| 2026-08-17 | CUOMO JOHN A | CEO and President | Sold | 1492 | $356k |
| 2026-08-17 | CUOMO JOHN A | CEO and President | Sold | 905 | $218k |
| 2026-08-17 | CUOMO JOHN A | CEO and President | Sold | 454 | $109k |
| 2026-08-17 | CUOMO JOHN A | CEO and President | Sold | 1 | $0k |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/vsec). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.