WILLSCOT HLDGS CORP WSC
COM CL A · Common Stock · CUSIP 971378104 · ISIN US9713781048
Mobile offices and portable storage units provider
- SectorIndustrials
- IndustryServices-Miscellaneous Equipment Rental & Leasing
- HeadquartersScottsdale, AZ
- Founded2020
- Websitewillscotmobilemini.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($23.0m this quarter). Holder counts are more reliable. Shares outstanding: 208.9m as of 2022-11-01, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $45.18. Options: 11 managers hold calls ($41.4m notional), 11 hold puts ($16.9m).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 374 |
| Q4 2022 | 402 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $38.5m | $13.2m | 0.34 |
| Q4 2022 | $41.4m | $16.9m | 0.41 |
Biggest buyers
| VOYA INVESTMENT MANAGEMENT LLC | Added | +2.4m |
| BESSEMER GROUP INC | New | +2.0m |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Added | +1.7m |
| Artemis Investment Management LLP | Added | +1.1m |
| MILLENNIUM MANAGEMENT LLC | Added | +960.5k |
| TWO SIGMA ADVISERS, LP | Added | +721.7k |
| AMERIPRISE FINANCIAL INC | Added | +697.8k |
| MORGAN STANLEY | Added | +693.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +640.5k |
| RENAISSANCE TECHNOLOGIES LLC | New | +557.3k |
Biggest sellers
| FRANKLIN RESOURCES INC | Reduced | -3.2m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -1.8m |
| Newbrook Capital Advisors LP | Sold out | -1.3m |
| PointState Capital LP | Reduced | -937.1k |
| DF DENT & CO INC | Reduced | -873.9k |
| SAMLYN CAPITAL, LLC | Reduced | -782.0k |
| ALLIANCEBERNSTEIN L.P. | Reduced | -733.4k |
| Philosophy Capital Management LLC | Reduced | -703.1k |
| CITADEL ADVISORS LLC | Reduced | -700.0k |
| Duquesne Family Office LLC | Reduced | -667.8k |
Biggest calls
| Parallax Volatility Advisers, L.P. | Added | $13.5m298.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $8.3m182.8k shares |
| GROUP ONE TRADING LLC | Reduced | $5.8m128.3k shares |
| CITADEL ADVISORS LLC | Reduced | $4.3m96.2k shares |
| SIMPLEX TRADING, LLC | Added | $4.1m90.2k shares |
| Caption Management, LLC | New | $1.7m37.5k shares |
| JANE STREET GROUP, LLC | Reduced | $1.6m35.0k shares |
| Walleye Trading LLC | Reduced | $1.2m27.0k shares |
| PEAK6 Investments LLC | New | $966.6k21.4k shares |
| Cutler Group LLC / CA | New | $1.0k6.8k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.7m104.3k shares |
| SIMPLEX TRADING, LLC | Added | $4.4m97.6k shares |
| CITADEL ADVISORS LLC | Added | $1.9m42.8k shares |
| Parallax Volatility Advisers, L.P. | Reduced | $1.7m37.5k shares |
| Caption Management, LLC | Reduced | $1.7m37.5k shares |
| JANE STREET GROUP, LLC | Added | $813.1k18.0k shares |
| PEAK6 Investments LLC | New | $704.7k15.6k shares |
| GROUP ONE TRADING LLC | Added | $514.9k11.4k shares |
| Walleye Trading LLC | Reduced | $465.3k10.3k shares |
| Cutler Group LLC / CA | Reduced | $1.0k1.2k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| FMR LLC 13G · institution +1.7 pts · filed 2026-05-06 | 15.0% |
| BlackRock, Inc. 13G · institution new · filed 2025-04-03 | 11.8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.1% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.1% |
Fell to 5% or below in the last year: JPMORGAN CHASE & CO (4.4%, 2026-07-22), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q4 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 1 | $384.3k | 0 | — | — |
| Q1 2022 | 1 | $201.3k | 1 | $4.9m | — |
| Q2 2022 | 1 | $418.8k | 0 | — | — |
| Q3 2022 | 0 | — | 3 | $20.8m | — |
| Q4 2022 | 1 | $234.4k | 1 | $2.3m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-11-07 | SAGANSKY JEFFREY Director | Sold | $2.3m50.0k shares |
| 2022-11-07 | Soultz Bradley Lee Chief Executive Officer, director | Bought | $234.4k5.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.02% of their portfolio | 19.6m $883.3m | Added +44.8k |
| FMR LLC 0.06% of their portfolio | 13.2m $598.3m | Reduced -352.2k |
| BlackRock Inc. 0.02% of their portfolio | 13.0m $588.2m | Reduced -473.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.07% of their portfolio | 7.5m $339.0m | Reduced -1.8m |
| Clearbridge Investments, LLC 0.26% of their portfolio | 5.9m $264.6m | Reduced -253.3k |
| Invesco Ltd. 0.07% of their portfolio | 5.5m $246.8m | Reduced -2.4k |
| AMERIPRISE FINANCIAL INC 0.07% of their portfolio | 4.7m $212.4m | Added +697.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.03% of their portfolio | 4.3m $193.9m | Added +640.5k |
| JPMORGAN CHASE & CO 0.03% of their portfolio | 4.1m $185.3m | Reduced -381.1k |
| Capital World Investors 0.04% of their portfolio | 4.0m $179.9m | Unchanged |
| Artemis Investment Management LLP 1.79% of their portfolio | 3.5m $158.3m | Added +1.1m |
| VOYA INVESTMENT MANAGEMENT LLC 0.18% of their portfolio | 3.4m $152.8m | Added +2.4m |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 3.3m $151.0m | Reduced -405.1k |
| STATE STREET CORP 0.01% of their portfolio | 3.2m $144.1m | Reduced -103.0k |
| MORGAN STANLEY 0.02% of their portfolio | 3.1m $141.2m | Added +693.4k |
| Broad Bay Capital Management, LP 19.44% of their portfolio | 3.0m $136.8m | Reduced -100.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 2.9m $132.8m | Added +21.7k |
| DF DENT & CO INC 1.81% of their portfolio | 2.7m $121.3m | Reduced -873.9k |
| LOOMIS SAYLES & CO L P 0.23% of their portfolio | 2.5m $113.6m | Reduced -32.4k |
| EMINENCE CAPITAL, LP 2.09% of their portfolio | 2.5m $112.5m | Reduced -509.4k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.42% of their portfolio | 2.5m $111.0m | Added +1.7m |
| JENNISON ASSOCIATES LLC 0.11% of their portfolio | 2.5m $110.8m | Reduced -400.2k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.83% of their portfolio | 2.4m $108.1m | Reduced -324.9k |
| Assenagon Asset Management S.A. 0.41% of their portfolio | 2.2m $100.7m | Reduced -30.8k |
| Driehaus Capital Management LLC 1.48% of their portfolio | 2.2m $99.0m | Reduced -294.2k |
| NORGES BANK 0.02% of their portfolio | 2.0m $91.0m | Added +20.4k |
| COOPERMAN LEON G 5.61% of their portfolio | 2.0m $90.3m | Unchanged |
| BESSEMER GROUP INC 0.22% of their portfolio | 2.0m $88.6m | New |
| SAMLYN CAPITAL, LLC 1.67% of their portfolio | 1.9m $85.2m | Reduced -782.0k |
| MILLENNIUM MANAGEMENT LLC 0.08% of their portfolio | 1.6m $70.9m | Added +960.5k |
| TWO SIGMA INVESTMENTS, LP 0.22% of their portfolio | 1.5m $66.9m | Added +490.8k |
| MACQUARIE GROUP LTD 0.08% of their portfolio | 1.5m $65.7m | Reduced -53.3k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.84% of their portfolio | 1.4m $65.0m | Added +274.5k |
| RIVERBRIDGE PARTNERS LLC 0.96% of their portfolio | 1.4m $63.7m | Reduced -616.6k |
| Hudson Way Capital Management LLC 16.09% of their portfolio | 1.4m $62.3m | Reduced -267.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 1.4m $61.5m | Added +55.0k |
| FRANKLIN RESOURCES INC 0.03% of their portfolio | 1.4m $61.3m | Reduced -3.2m |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.23% of their portfolio | 1.4m $61.0m | Added +35.4k |
| Melqart Asset Management (UK) Ltd 5.15% of their portfolio | 1.3m $58.4m | Reduced -132.9k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.3m $57.0m | Added +109.7k |
| Rubric Capital Management LP 2.45% of their portfolio | 1.2m $56.1m | Reduced -237.1k |
| BISLETT MANAGEMENT, LLC 39.02% of their portfolio | 1.2m $54.2m | Reduced -150.0k |
| TWO SIGMA ADVISERS, LP 0.14% of their portfolio | 1.1m $51.2m | Added +721.7k |
| DENDUR CAPITAL LP 9.68% of their portfolio | 1.1m $50.5m | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 1.1m $50.4m | Reduced -733.4k |
| Permian Investment Partners, LP 8.59% of their portfolio | 1.1m $48.8m | Reduced -295.0k |
| Thrivent Financial for Lutherans 0.12% of their portfolio | 1.0m $46.5m | Reduced -360.8k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.0m $46.2m | Reduced -38.3k |
| Aristotle Capital Boston, LLC 1.45% of their portfolio | 1.0m $46.0m | Reduced -25.1k |
| Nuveen Asset Management, LLC 0.02% of their portfolio | 978.0k $44.2m | Reduced -168.1k |
| No Street GP LP 5.71% of their portfolio | 960.0k $43.4m | Unchanged |
| Granahan Investment Management, LLC 1.32% of their portfolio | 953.2k $43.1m | Reduced -135.1k |
| Chescapmanager LLC 13.09% of their portfolio | 951.3k $43.0m | Unchanged |
| Park West Asset Management LLC 4.28% of their portfolio | 945.8k $42.7m | Reduced -412.0k |
| PUTNAM INVESTMENTS LLC 0.07% of their portfolio | 925.7k $41.8m | Reduced -430 |
| Swedbank AB 0.09% of their portfolio | 916.6k $41.4m | Reduced -19.5k |
| Bayberry Capital Partners LP 14.75% of their portfolio | 875.0k $39.5m | Reduced -340.0k |
| NATIXIS ADVISORS, LLC 0.14% of their portfolio | 836.0k $37.8m | Added +13.4k |
| T. Rowe Price Investment Management, Inc. 0.03% of their portfolio | 811.7k $36.7m | Reduced -82.8k |
| FIRST TRUST ADVISORS LP 0.04% of their portfolio | 795.6k $35.9m | Added +225.1k |
| Man Group plc 0.13% of their portfolio | 780.3k $35.2m | Added +249.7k |
| Qube Research & Technologies Ltd 0.21% of their portfolio | 756.0k $34.2m | Added +514.4k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 750.7k $33.9m | Reduced -79.6k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 748.9k $33.8m | Reduced -271.7k |
| Philosophy Capital Management LLC 7.84% of their portfolio | 728.5k $32.9m | Reduced -703.1k |
| CORSAIR CAPITAL MANAGEMENT, L.P. 12.07% of their portfolio | 707.9k $32.0m | Reduced -361.2k |
| Cartenna Capital, LP 5.49% of their portfolio | 705.0k $31.8m | Added +175.0k |
| PointState Capital LP 2.03% of their portfolio | 655.9k $29.6m | Reduced -937.1k |
| Fisher Asset Management, LLC 0.02% of their portfolio | 654.1k $29.5m | Added +483 |
| GILDER GAGNON HOWE & CO LLC 0.52% of their portfolio | 612.5k $27.7m | Added +46.1k |
| Onex Canada Asset Management Inc. 1.48% of their portfolio | 584.6k $26.4m | Reduced -402.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 557.3k $25.2m | New |
| Swiss National Bank 0.02% of their portfolio | 516.0k $23.3m | Reduced -11.7k |
| Nicholas Investment Partners, LP 2.02% of their portfolio | 509.8k $23.0m | Reduced -70.8k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 506.8k $22.9m | Added +9.2k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.13% of their portfolio | 501.7k $22.7m | Added +342.6k |
| California Public Employees Retirement System 0.02% of their portfolio | 495.1k $22.4m | Reduced -31.5k |
| TimesSquare Capital Management, LLC 0.31% of their portfolio | 489.3k $22.1m | Reduced -75.3k |
| CREDIT SUISSE AG/ 0.02% of their portfolio | 471.2k $21.3m | Added +28.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 458.9k $20.7m | Reduced -16.7k |
| Handelsbanken Fonder AB 0.13% of their portfolio | 458.9k $20.7m | Reduced -14.6k |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 456.9k $20.6m | New |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.15% of their portfolio | 450.7k $20.4m | Added +312.7k |
| Bernzott Capital Advisors 2.43% of their portfolio | 416.2k $18.8m | Reduced -134.7k |
| Cercano Management LLC 0.76% of their portfolio | 413.9k $18.7m | First filing |
| Davidson Kempner Capital Management LP 0.38% of their portfolio | 392.6k $17.7m | Not comparable |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.11% of their portfolio | 383.1k $17.3m | Reduced -8.3k |
| SEI INVESTMENTS CO 0.04% of their portfolio | 379.1k $17.1m | Reduced -45.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 361.1k $16.3m | Reduced -3.2k |
| AGF MANAGEMENT LTD 0.12% of their portfolio | 360.2k $16.3m | First filing |
| Waterfront Capital Partners, LLC 1.33% of their portfolio | 358.7k $16.2m | Reduced -112.3k |
| WCM INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio | 342.0k $15.4m | Reduced -78.3k |
| PICTON MAHONEY ASSET MANAGEMENT 0.79% of their portfolio | 340.9k $15.4m | Added +1.8k |
| Lisanti Capital Growth, LLC 2.08% of their portfolio | 337.2k $15.2m | Unchanged |
| KENNEDY CAPITAL MANAGEMENT LLC 0.43% of their portfolio | 336.7k $15.2m | Reduced -28.4k |
| ExodusPoint Capital Management, LP 0.22% of their portfolio | 311.5k $14.1m | Added +123.2k |
| Duquesne Family Office LLC 0.70% of their portfolio | 309.9k $14.0m | Reduced -667.8k |
| KINGDON CAPITAL MANAGEMENT, L.L.C. 3.52% of their portfolio | 300.0k $13.6m | Unchanged |
| COMERICA BANK 0.11% of their portfolio | 298.8k $13.8m | Added +20.7k |
| AQR CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 298.6k $13.4m | Reduced -35.0k |