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 ($12.2m this quarter). Holder counts are more reliable. Shares outstanding: 182.1m as of 2025-07-29, 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 ≈ $27.43. Options: 19 managers hold calls ($47.2m notional), 15 hold puts ($28.4m).
Trends to Q2 2025
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 |
| Q3 2024 | 395 |
| Q4 2024 | 395 |
| Q1 2025 | 384 |
| Q2 2025 | 383 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 198 | 216 |
| Q4 2023 | 184 | 220 |
| Q1 2024 | 226 | 203 |
| Q2 2024 | 214 | 227 |
| Q3 2024 | 175 | 236 |
| Q4 2024 | 171 | 232 |
| Q1 2025 | 209 | 200 |
| Q2 2025 | 206 | 194 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $66.6m | $42.4m | 0.64 |
| Q4 2024 | $959.9m | $78.9m | 0.08 |
| Q1 2025 | $284.9m | $39.9m | 0.14 |
| Q2 2025 | $47.2m | $28.4m | 0.60 |
Biggest buyers
| CITADEL ADVISORS LLC | Added | +2.5m |
| FMR LLC | Added | +1.7m |
| NORGES BANK | Added | +1.6m |
| River Road Asset Management, LLC | Added | +1.2m |
| TURTLE CREEK ASSET MANAGEMENT INC. | Added | +927.6k |
| Copeland Capital Management, LLC | New | +874.0k |
| Point72 Asset Management, L.P. | New | +449.2k |
| JPMORGAN CHASE & CO | Added | +436.7k |
| Van Berkom & Associates Inc. | Added | +417.4k |
| ROYAL BANK OF CANADA | Added | +378.1k |
Biggest sellers
| FRANKLIN RESOURCES INC | Reduced | -4.5m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -2.6m |
| Clearbridge Investments, LLC | Reduced | -2.2m |
| BESSEMER GROUP INC | Reduced | -1.8m |
| Spyglass Capital Management LLC | Sold out | -1.7m |
| D. E. Shaw & Co., Inc. | Reduced | -950.6k |
| BlackRock, Inc. | Reduced | -919.3k |
| AVIVA PLC | Reduced | -707.6k |
| Davidson Kempner Capital Management LP | Reduced | -702.3k |
| Generate Investment Management Ltd | Reduced | -698.5k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $7.8m285.5k shares |
| Walleye Trading LLC | Added | $6.7m246.2k shares |
| GROUP ONE TRADING LLC | Reduced | $6.3m228.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $5.8m211.2k shares |
| Man Group plc | Added | $5.0m181.5k shares |
| IMC-Chicago, LLC | Reduced | $3.3m119.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $2.9m104.2k shares |
| Twin Tree Management, LP | Reduced | $2.3m82.3k shares |
| JPMORGAN CHASE & CO | Added | $2.2m82.0k shares |
| WOLVERINE TRADING, LLC | Reduced | $1.8m62.4k shares |
Biggest puts
| Walleye Trading LLC | Added | $15.8m577.6k shares |
| Caption Management, LLC | Reduced | $1.5m55.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.3m48.4k shares |
| GROUP ONE TRADING LLC | Reduced | $1.2m44.9k shares |
| IMC-Chicago, LLC | Added | $1.2m44.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.2m43.8k shares |
| Squarepoint Ops LLC | New | $1.1m41.5k shares |
| CAPITAL FUND MANAGEMENT S.A. | New | $1.1m40.8k shares |
| CITADEL ADVISORS LLC | Reduced | $887.8k32.4k shares |
| Twin Tree Management, LP | Reduced | $827.5k30.2k 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 Q2 2025
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 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 | — | — |
| Q3 2024 | 1 | $194.8k | 0 | — | — |
| Q4 2024 | 5 | $1.1m | 3 | $1.4m | — |
| Q1 2025 | 2 | $433.1k | 1 | $3.3m | — |
| Q2 2025 | 2 | $529.8k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-17 | Zarcone Dominick P Director | Bought | $261.9k10.0k shares |
| 2025-05-06 | Soultz Bradley Lee Chief Executive Officer, director | Bought | $267.9k10.0k 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 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 21.0m $574.6m | Reduced -919.3k |
| VANGUARD GROUP INC 0.01% of their portfolio | 18.1m $495.8m | Reduced -243.2k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 8.9m $243.9m | Added +436.7k |
| FMR LLC 0.01% of their portfolio | 6.8m $185.6m | Added +1.7m |
| FRANKLIN RESOURCES INC 0.05% of their portfolio | 6.2m $171.2m | Reduced -4.5m |
| STATE STREET CORP 0.01% of their portfolio | 5.8m $158.3m | Reduced -161.5k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.40% of their portfolio | 5.5m $149.7m | Added +180.8k |
| Clearbridge Investments, LLC 0.12% of their portfolio | 5.5m $149.5m | Reduced -2.2m |
| BAILLIE GIFFORD & CO 0.10% of their portfolio | 5.1m $140.0m | Reduced -120.2k |
| TURTLE CREEK ASSET MANAGEMENT INC. 4.04% of their portfolio | 5.1m $139.3m | Added +927.6k |
| Capital International Investors 0.02% of their portfolio | 5.0m $136.0m | Reduced -350.6k |
| NORGES BANK 0.02% of their portfolio | 4.6m $125.1m | Added +1.6m |
| COOPERMAN LEON G 3.88% of their portfolio | 4.0m $110.4m | Unchanged |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 3.8m $103.8m | Reduced -458.4k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 3.5m $96.3m | Added +158.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 3.3m $89.8m | Added +71.3k |
| CITADEL ADVISORS LLC 0.07% of their portfolio | 3.1m $85.8m | Added +2.5m |
| River Road Asset Management, LLC 1.07% of their portfolio | 2.9m $84.3m | Added +1.2m |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.33% of their portfolio | 2.9m $78.4m | Added +57.9k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 2.8m $77.1m | Reduced -61.7k |
| TIMUCUAN ASSET MANAGEMENT INC/FL 2.06% of their portfolio | 2.6m $70.5m | Added +13.1k |
| Van Berkom & Associates Inc. 1.96% of their portfolio | 2.4m $66.0m | Added +417.4k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.22% of their portfolio | 2.4m $65.5m | Added +155.5k |
| Invesco Ltd. 0.01% of their portfolio | 2.3m $63.4m | Added +135.7k |
| MORGAN STANLEY 0.00% of their portfolio | 2.3m $63.3m | Reduced -257.9k |
| DENDUR CAPITAL LP 5.18% of their portfolio | 2.0m $54.6m | Added +58.8k |
| Broad Bay Capital Management, LP 7.42% of their portfolio | 1.9m $52.8m | Added +53.4k |
| NEUBERGER BERMAN GROUP LLC 0.04% of their portfolio | 1.9m $52.5m | Reduced -21.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.7m $46.4m | Reduced -56.8k |
| Capital World Investors 0.01% of their portfolio | 1.5m $41.1m | Unchanged |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.4m $38.8m | Added +117.4k |
| Fisher Asset Management, LLC 0.01% of their portfolio | 1.3m $36.1m | Reduced -161.7k |
| BROWN BROTHERS HARRIMAN & CO 0.23% of their portfolio | 1.3m $35.9m | Added +377.3k |
| Douglas Lane & Associates, LLC 0.50% of their portfolio | 1.3m $34.8m | Added +123.6k |
| T. Rowe Price Investment Management, Inc. 0.02% of their portfolio | 1.2m $34.0m | Added +54.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.1m $31.5m | Reduced -247.4k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.1m $29.8m | Reduced -53.9k |
| PRIMECAP MANAGEMENT CO/CA/ 0.02% of their portfolio | 1.0m $28.6m | Added +27.0k |
| Ensign Peak Advisors, Inc 0.05% of their portfolio | 1.0m $28.6m | Reduced -34.5k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.19% of their portfolio | 1.0m $28.2m | Reduced -7.9k |
| Coliseum Capital Management, LLC 2.01% of their portfolio | 1.0m $28.0m | Reduced -606.1k |
| BISLETT MANAGEMENT, LLC 18.84% of their portfolio | 1.0m $27.5m | Reduced -20.0k |
| HG Vora Capital Management, LLC 3.02% of their portfolio | 1.0m $27.4m | Reduced -400.0k |
| UBS Group AG 0.01% of their portfolio | 973.6k $26.7m | Reduced -56.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 937.5k $25.7m | Added +212.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 900.0k $24.7m | Reduced -17.8k |
| Chescapmanager LLC 4.12% of their portfolio | 896.3k $24.6m | Unchanged |
| Copeland Capital Management, LLC 0.49% of their portfolio | 874.0k $23.9m | New |
| RIVERBRIDGE PARTNERS LLC 0.36% of their portfolio | 817.3k $22.4m | Reduced -124.0k |
| TimesSquare Capital Management, LLC 0.32% of their portfolio | 815.7k $22.3m | Reduced -53.4k |
| Ranger Investment Management, L.P. 1.54% of their portfolio | 807.2k $22.1m | Reduced -43.8k |
| NISSAY ASSET MANAGEMENT CORP /JAPAN 0.13% of their portfolio | 799.0k $21.9m | Added +141.7k |
| Alyeska Investment Group, L.P. 0.08% of their portfolio | 780.3k $21.4m | Added +50.0k |
| GENEVA CAPITAL MANAGEMENT LLC 0.35% of their portfolio | 753.6k $20.6m | Added +52.7k |
| Davidson Kempner Capital Management LP 0.30% of their portfolio | 719.2k $19.7m | Reduced -702.3k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.05% of their portfolio | 626.2k $17.2m | Added +182.7k |
| Public Sector Pension Investment Board 0.07% of their portfolio | 621.8k $17.0m | Added +35.8k |
| Bridgewater Associates, LP 0.07% of their portfolio | 612.5k $16.8m | Added +157.2k |
| COMERICA BANK 0.06% of their portfolio | 603.6k $16.5m | Added +19.2k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 590.5k $16.2m | Reduced -168.5k |
| Swedbank AB 0.02% of their portfolio | 586.0k $16.1m | First filing |
| CRAMER ROSENTHAL MCGLYNN LLC 1.06% of their portfolio | 564.3k $15.5m | Added +343.3k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 552.3k $15.2m | Added +206.7k |
| Clearline Capital LP 1.30% of their portfolio | 540.4k $14.8m | Added +1.1k |
| Allspring Global Investments Holdings, LLC 0.03% of their portfolio | 531.6k $15.1m | Added +131.8k |
| Legal & General Group Plc 0.00% of their portfolio | 515.8k $14.1m | Added +5.2k |
| Empire Life Investments Inc. 0.89% of their portfolio | 511.6k $14.0m | Reduced -50.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 510.9k $14.0m | Added +329.9k |
| Granahan Investment Management, LLC 0.56% of their portfolio | 501.5k $13.7m | Reduced -119.2k |
| Aristotle Capital Boston, LLC 0.68% of their portfolio | 489.4k $13.4m | Reduced -32.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 482.1k $13.2m | Added +330.0k |
| Marathon Asset Management Ltd 0.41% of their portfolio | 463.3k $12.7m | Added +73.2k |
| AVIVA PLC 0.03% of their portfolio | 452.7k $12.4m | Reduced -707.6k |
| Point72 Asset Management, L.P. 0.03% of their portfolio | 449.2k $12.3m | New |
| Melqart Asset Management (UK) Ltd 1.70% of their portfolio | 435.0k $11.9m | Added +91.5k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 420.5k $11.5m | Reduced -6.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 411.8k $11.3m | Added +378.1k |
| Gotham Asset Management, LLC 0.07% of their portfolio | 411.5k $11.3m | Added +359.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 406.9k $11.2m | Reduced -2.6m |
| Nuveen, LLC 0.00% of their portfolio | 403.6k $11.1m | Reduced -126.5k |
| Channing Capital Management, LLC 0.29% of their portfolio | 379.9k $10.4m | Added +82.0k |
| Driehaus Capital Management LLC 0.08% of their portfolio | 364.4k $10.0m | Reduced -34.3k |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 0.52% of their portfolio | 356.3k $9.8m | Added +28.9k |
| CITIGROUP INC 0.01% of their portfolio | 356.1k $9.8m | Added +226.5k |
| MACQUARIE GROUP LTD 0.01% of their portfolio | 354.0k $9.7m | Reduced -4.2k |
| Maren Capital LLC 0.58% of their portfolio | 353.4k $9.7m | Reduced -30.3k |
| Swiss National Bank 0.01% of their portfolio | 350.8k $9.6m | Reduced -7.2k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 328.4k $9.0m | Added +53.2k |
| California Public Employees Retirement System 0.01% of their portfolio | 325.2k $8.9m | Added +12.2k |
| Pier Capital, LLC 1.35% of their portfolio | 324.2k $8.9m | Reduced -25.5k |
| Cubist Systematic Strategies, LLC 0.09% of their portfolio | 307.4k $8.4m | New |
| CAMBIAR INVESTORS LLC 0.35% of their portfolio | 303.1k $8.3m | Added +68.6k |
| Impax Asset Management Group plc 0.04% of their portfolio | 275.0k $7.5m | Unchanged |
| Baird Financial Group, Inc. 0.01% of their portfolio | 274.6k $7.5m | Added +117.3k |
| Ananym Capital Management, LP 3.22% of their portfolio | 272.8k $7.5m | Reduced -155.3k |
| Man Group plc 0.02% of their portfolio | 255.4k $7.0m | Added +9.6k |
| Holocene Advisors, LP 0.02% of their portfolio | 254.1k $7.0m | Added +100.9k |
| Highlander Partners, L.P. 2.63% of their portfolio | 249.8k $6.8m | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 241.5k $6.6m | Reduced -105.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 238.4k $6.5m | Added +227.7k |