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 ($7.6m this quarter). Holder counts are more reliable. Shares outstanding: 188.5m as of 2024-07-24, 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 ≈ $37.64. Options: 15 managers hold calls ($50.1m notional), 10 hold puts ($19.4m).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 374 |
| Q4 2022 | 402 |
| Q1 2023 | 425 |
| Q2 2023 | 422 |
| Q3 2023 | 400 |
| Q4 2023 | 418 |
| Q1 2024 | 442 |
| Q2 2024 | 411 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 166 | 209 |
| Q1 2023 | 210 | 190 |
| Q2 2023 | 191 | 226 |
| Q3 2023 | 198 | 216 |
| Q4 2023 | 184 | 220 |
| Q1 2024 | 226 | 203 |
| Q2 2024 | 214 | 227 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $22.0m | $45.1m | 2.05 |
| Q4 2023 | $55.8m | $41.0m | 0.73 |
| Q1 2024 | $47.3m | $7.1m | 0.15 |
| Q2 2024 | $50.1m | $19.4m | 0.39 |
Biggest buyers
| BAUPOST GROUP LLC/MA | New | +2.5m |
| TIMUCUAN ASSET MANAGEMENT INC/FL | New | +2.5m |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Added | +2.4m |
| JPMORGAN CHASE & CO | Added | +1.9m |
| Capital International Investors | New | +1.6m |
| AVIVA PLC | New | +1.5m |
| FRANKLIN RESOURCES INC | Added | +1.5m |
| River Road Asset Management, LLC | New | +1.3m |
| Simcoe Capital Management, LLC | Added | +1.2m |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | New | +1.1m |
Biggest sellers
| MORGAN STANLEY | Reduced | -4.2m |
| FMR LLC | Reduced | -4.1m |
| Capital Research Global Investors | Sold out | -3.9m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -2.6m |
| AMF Tjanstepension AB | Sold out | -1.8m |
| Cercano Management LLC | Sold out | -1.2m |
| Atreides Management, LP | Sold out | -883.4k |
| CONGRESS ASSET MANAGEMENT CO | Reduced | -698.7k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -687.2k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | Sold out | -669.6k |
Biggest calls
| DENDUR CAPITAL LP | New | $15.1m400.0k shares |
| Chescapmanager LLC | New | $9.4m250.0k shares |
| CITADEL ADVISORS LLC | Added | $7.0m185.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $5.2m137.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $4.2m112.3k shares |
| Alyeska Investment Group, L.P. | New | $3.8m100.0k shares |
| Walleye Capital LLC | Added | $1.4m36.3k shares |
| WOLVERINE TRADING, LLC | Reduced | $925.9k24.6k shares |
| TWO SIGMA SECURITIES, LLC | New | $914.7k24.3k shares |
| JANE STREET GROUP, LLC | New | $835.6k22.2k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $4.5m120.6k shares |
| SIMPLEX TRADING, LLC | Added | $4.3m114.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.4m91.0k shares |
| PEAK6 Investments LLC | Added | $2.9m78.1k shares |
| JANE STREET GROUP, LLC | New | $1.7m45.4k shares |
| Walleye Capital LLC | Added | $1.3m35.6k shares |
| WOLVERINE TRADING, LLC | Reduced | $511.9k13.6k shares |
| TWO SIGMA SECURITIES, LLC | New | $463.0k12.3k shares |
| GROUP ONE TRADING LLC | Added | $109.2k2.9k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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 Q2 2024
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 |
|---|---|---|---|---|---|
| Q3 2022 | 0 | — | 3 | $20.8m | — |
| Q4 2022 | 1 | $234.4k | 1 | $2.3m | — |
| Q1 2023 | 2 | $401.8k | 0 | — | — |
| Q2 2023 | 1 | $223.1k | 2 | $5.2m | — |
| Q3 2023 | 1 | $203.6k | 0 | — | — |
| Q4 2023 | 1 | $179.2k | 0 | — | — |
| Q1 2024 | 1 | $238.8k | 1 | $3.6m | — |
| Q2 2024 | 1 | $192.2k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-05-07 | Soultz Bradley Lee Chief Executive Officer, director | Bought | $192.2k5.0k 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, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 16.9m $635.2m | Reduced -417.9k |
| BlackRock Inc. 0.01% of their portfolio | 11.3m $426.5m | Reduced -284.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.04% of their portfolio | 9.1m $343.1m | Reduced -2.6m |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 8.9m $333.3m | Added +1.9m |
| FRANKLIN RESOURCES INC 0.09% of their portfolio | 8.2m $308.3m | Added +1.5m |
| FMR LLC 0.02% of their portfolio | 7.6m $285.4m | Reduced -4.1m |
| Clearbridge Investments, LLC 0.18% of their portfolio | 5.9m $221.6m | Added +149.0k |
| Boston Partners 0.27% of their portfolio | 5.8m $219.1m | Added +382.3k |
| AMERIPRISE FINANCIAL INC 0.05% of their portfolio | 5.3m $197.7m | Added +448.7k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.46% of their portfolio | 4.6m $174.8m | Added +2.4m |
| BESSEMER GROUP INC 0.30% of their portfolio | 4.5m $168.7m | Added +237.1k |
| Capital World Investors 0.02% of their portfolio | 3.8m $144.7m | Added +3.9k |
| T. Rowe Price Investment Management, Inc. 0.09% of their portfolio | 3.7m $140.4m | Added +481.6k |
| COOPERMAN LEON G 5.73% of their portfolio | 3.6m $135.8m | Added +620.0k |
| STATE STREET CORP 0.01% of their portfolio | 3.3m $123.2m | Added +11.2k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.59% of their portfolio | 3.2m $119.1m | Added +412.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 3.1m $118.0m | Added +24.2k |
| DF DENT & CO INC 1.50% of their portfolio | 3.1m $116.1m | Reduced -98.2k |
| MACQUARIE GROUP LTD 0.13% of their portfolio | 3.1m $115.6m | Added +87.0k |
| NORGES BANK 0.02% of their portfolio | 3.1m $115.6m | Added +91.8k |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 2.8m $103.8m | Added +158.7k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 2.6m $97.8m | Added +411.8k |
| BAUPOST GROUP LLC/MA 2.56% of their portfolio | 2.5m $93.0m | New |
| TIMUCUAN ASSET MANAGEMENT INC/FL 3.19% of their portfolio | 2.5m $92.8m | New |
| HAWK RIDGE CAPITAL MANAGEMENT LP 3.30% of their portfolio | 2.0m $76.8m | Added +142.6k |
| MORGAN STANLEY 0.01% of their portfolio | 1.8m $66.3m | Reduced -4.2m |
| Broad Bay Capital Management, LP 8.96% of their portfolio | 1.7m $65.5m | Reduced -85.5k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.07% of their portfolio | 1.6m $62.0m | Added +2.7k |
| Capital International Investors 0.01% of their portfolio | 1.6m $59.7m | New |
| AVIVA PLC 0.16% of their portfolio | 1.5m $58.2m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.5m $56.1m | Added +60.6k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.18% of their portfolio | 1.4m $51.3m | Added +17.1k |
| River Road Asset Management, LLC 0.73% of their portfolio | 1.3m $50.7m | New |
| CONGRESS ASSET MANAGEMENT CO 0.36% of their portfolio | 1.3m $50.0m | Reduced -698.7k |
| Simcoe Capital Management, LLC 7.32% of their portfolio | 1.3m $48.8m | Added +1.2m |
| Spyglass Capital Management LLC 3.37% of their portfolio | 1.2m $46.1m | Reduced -515.3k |
| JENNISON ASSOCIATES LLC 0.03% of their portfolio | 1.2m $43.6m | Reduced -102.2k |
| RIVERBRIDGE PARTNERS LLC 0.59% of their portfolio | 1.2m $43.5m | Reduced -96.2k |
| BISLETT MANAGEMENT, LLC 30.73% of their portfolio | 1.1m $42.7m | Added +10.0k |
| DENDUR CAPITAL LP 7.81% of their portfolio | 1.1m $42.1m | Unchanged |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.1m $41.8m | Added +7.1k |
| NISSAY ASSET MANAGEMENT CORP /JAPAN 0.27% of their portfolio | 1.1m $40.5m | New |
| Handelsbanken Fonder AB 0.17% of their portfolio | 1.0m $38.5m | Reduced -414.0k |
| TimesSquare Capital Management, LLC 0.60% of their portfolio | 1.0m $38.3m | Added +286.2k |
| Swedbank AB 0.05% of their portfolio | 980.0k $36.9m | Added +133.0k |
| NEUBERGER BERMAN GROUP LLC 0.03% of their portfolio | 917.5k $34.5m | Reduced -5.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 917.3k $34.5m | Added +357.6k |
| Chescapmanager LLC 5.45% of their portfolio | 916.3k $34.5m | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 893.6k $33.6m | Reduced -214.6k |
| Generate Investment Management Ltd 2.43% of their portfolio | 885.6k $33.3m | Reduced -6.5k |
| PRIMECAP MANAGEMENT CO/CA/ 0.02% of their portfolio | 878.5k $33.1m | Added +127.1k |
| Ensign Peak Advisors, Inc 0.06% of their portfolio | 859.5k $32.4m | Added +72.4k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 853.3k $32.1m | Added +179.6k |
| Jackson Square Partners, LLC 1.94% of their portfolio | 846.8k $31.9m | Reduced -346.9k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.20% of their portfolio | 759.8k $28.6m | Reduced -190.8k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.16% of their portfolio | 750.2k $28.2m | Reduced -142.3k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 723.8k $27.2m | Reduced -406.7k |
| Aristotle Capital Boston, LLC 0.90% of their portfolio | 712.1k $26.8m | Reduced -53.9k |
| Granahan Investment Management, LLC 1.03% of their portfolio | 682.2k $25.7m | Added +76.7k |
| Fisher Asset Management, LLC 0.01% of their portfolio | 658.8k $24.8m | Added +5.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 624.9k $23.5m | Reduced -687.2k |
| CORSAIR CAPITAL MANAGEMENT, L.P. 3.97% of their portfolio | 623.5k $23.5m | Added +54.4k |
| Nippon Life Global Investors Americas, Inc. 1.03% of their portfolio | 621.5k $23.4m | New |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 600.0k $22.6m | Added +180 |
| GILDER GAGNON HOWE & CO LLC 0.28% of their portfolio | 593.6k $22.3m | Reduced -14.2k |
| GOODNOW INVESTMENT GROUP, LLC 2.53% of their portfolio | 581.6k $21.9m | Added +226.1k |
| Alyeska Investment Group, L.P. 0.13% of their portfolio | 575.0k $21.6m | Added +475.0k |
| Invesco Ltd. 0.00% of their portfolio | 565.2k $21.3m | Reduced -270.6k |
| Ranger Investment Management, L.P. 1.41% of their portfolio | 550.6k $20.7m | Added +131.3k |
| COMERICA BANK 0.08% of their portfolio | 523.9k $19.7m | Added +127.3k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 503.7k $19.0m | Added +483.2k |
| Coliseum Capital Management, LLC 1.66% of their portfolio | 493.6k $18.6m | New |
| 2Xideas AG 2.28% of their portfolio | 484.6k $18.2m | Added +85.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 454.6k $17.1m | Added +50.4k |
| Melqart Asset Management (UK) Ltd 1.50% of their portfolio | 425.6k $16.0m | Reduced -36.4k |
| WCM INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 424.4k $16.1m | Added +6.5k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 422.0k $15.9m | Reduced -218.7k |
| Driehaus Capital Management LLC 0.15% of their portfolio | 401.3k $15.1m | Unchanged |
| Artemis Investment Management LLP 0.19% of their portfolio | 378.1k $14.2m | Reduced -598.8k |
| Swiss National Bank 0.01% of their portfolio | 373.7k $14.1m | Reduced -4.7k |
| California Public Employees Retirement System 0.01% of their portfolio | 363.4k $13.7m | Reduced -8.1k |
| Empire Life Investments Inc. 0.86% of their portfolio | 363.2k $13.7m | Added +126.4k |
| Prospect Capital Advisors, LLC 5.72% of their portfolio | 360.6k $13.6m | Added +27.0k |
| NATIXIS ADVISORS, LLC 0.03% of their portfolio | 352.3k $13.3m | Reduced -583.8k |
| Distillate Capital Partners LLC 0.70% of their portfolio | 351.7k $13.2m | New |
| Ulysses Management LLC 3.12% of their portfolio | 345.0k $13.0m | New |
| Norwood Investment Partners, LP 8.23% of their portfolio | 339.3k $12.8m | Reduced -18.9k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 326.8k $12.3m | New |
| GUARDIAN POINT CAPITAL, LP 5.76% of their portfolio | 325.0k $12.2m | Added +225.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 295.5k $11.1m | Added +159.1k |
| Channing Capital Management, LLC 0.29% of their portfolio | 278.4k $10.5m | Added +57.5k |
| HANTZ FINANCIAL SERVICES, INC. 0.19% of their portfolio | 258.7k $9.7m | Added +1.1k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 250.8k $9.4m | Added +106.0k |
| Engine Capital Management, LP 1.74% of their portfolio | 246.6k $9.3m | New |
| CITIGROUP INC 0.01% of their portfolio | 242.0k $9.1m | Added +116.0k |
| PICTON MAHONEY ASSET MANAGEMENT 0.38% of their portfolio | 239.7k $9.0m | Reduced -4.4k |
| REINHART PARTNERS, LLC. 0.37% of their portfolio | 236.6k $8.9m | New |
| CW Advisors, LLC 0.14% of their portfolio | 232.6k $8.8m | Reduced -4.9k |
| Squarepoint Ops LLC 0.03% of their portfolio | 229.6k $8.6m | Added +118.2k |
| BLAIR WILLIAM & CO/IL 0.03% of their portfolio | 223.8k $8.4m | Added +13.5k |