Long Focus Capital Management, LLC VSAT — VIASAT INC

Ownership history in Long Focus Capital Management, LLC  ·  5 quarters on record

AI Ownership Summary

Long Focus Capital Management, LLC reported VIASAT INC (VSAT) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 1.68% in 2025 Q2. The latest visible filing shows VSAT at 1.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VSAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Long Focus Capital Management, LLC's position in VIASAT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VSAT was reported at 1.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.68% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VSAT stock page Long Focus Capital Management, LLC fund profile Long Focus Capital Management, LLC full holdings
How Long Focus Capital Management, LLC held VSAT — position size vs. price
% of Fund (quarterly)    VSAT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,089,300 +45,000 +4.3% 1.31% $49.9M 2026-05-15 $69.50
2025 Q4 REDUCED 22.0% +32.9% ❌ 1,044,300 -295,027 -22.0% 0.95% $36.0M 2026-02-17 $46.22
2025 Q3 REDUCED 56.1% +18.3% ❌ 1,339,327 -1,709,975 -56.1% 1.30% $39.2M 2025-11-14 $36.06
2025 Q2 ADDED — — — 3,049,302 +679,302 +28.7% 1.68% $44.5M 2025-08-14 $27.35
2025 Q1 INITIATED — — — 2,370,000 — — 0.82% $24.7M 2025-05-15 $11.34

🏢 Other funds also holding VSAT

As of 2026 Q1 — sorted by position size

OCO Capital Partners, L.P. 3Y 50.52% BRIGHTLINE CAPITAL MANAGEMENT, LLC 3Y 7Y 28.44% 13D Management LLC 3Y 7Y 11.7% DISCIPLINED GROWTH INVESTORS INC /MN 3Y 7Y 5.31% Paloma Partners Management Co 3Y 7Y 3.59% P SCHOENFELD ASSET MANAGEMENT LP 3Y 7Y 3.33% Lodge Hill Capital, LLC 3Y 7Y 3.32% Taconic Capital Advisors LP 3Y 7Y 2.71% STEINBERG ASSET MANAGEMENT LLC 3Y 7Y 2.55% 140 Summer Partners LP 3Y 2.54%

FAQ About Long Focus Capital Management, LLC and VSAT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Long Focus Capital Management, LLC reported owning VSAT?

Long Focus Capital Management, LLC reported VSAT across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported VSAT position in Long Focus Capital Management, LLC's portfolio?

The largest reported portfolio weight for VSAT was 1.68% in 2025 Q2.

What is the latest reported VSAT position on this page?

The most recent filing on this page is 2026 Q1, when Long Focus Capital Management, LLC reported 1,089,300 shares, equal to 1.31% of portfolio, with an estimated market value of $49.9M.

What does the chart on this VSAT ownership page compare?

The chart compares Long Focus Capital Management, LLC's quarterly VSAT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Long Focus Capital Management, LLC time their VSAT position?

Based on 13F filing dates vs. subsequent VSAT price moves, Long Focus Capital Management, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on VSAT relative to SPY over the holding period was +543.9%.

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