Bayberry Capital Partners’s WESCO International WCC Stock Holding History

Bayberry Capital Partners’s Portfolio WCC Stock Details WCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17M	Sell	62,200 -25,900	-29%	-$7.27M	5.27%	5
2025 Q4	$21.6M	Sell	88,100 -46,000	-34%	-$11.3M	6.83%	3
2025 Q3	$28.4M	Sell	134,100 -10,700	-7%	-$2.25M	6.75%	3
2025 Q2	$26.8M	Sell	144,800 -1,200	-0.8%	-$198K	8.61%	2
2025 Q1	$22.7M	Buy	146,000 +46,000	+46%	+$8.23M	6.25%	6
2024 Q4	$18.1M	Buy	100,000 +57,500	+135%	+$10.9M	6.89%	5
2024 Q3	$7.14M	Sell	42,500 -108,200	-72%	-$17.6M	2.41%	17
2024 Q2	$23.9M	Buy	150,700 +42,700	+40%	+$7.27M	4.79%	6
2024 Q1	$18.5M	Buy	+108,000	New	+$17.8M	3.45%	8

Other funds holding WCC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bayberry Capital Partners's WCC Position: Q1 2026 in Review

Bayberry Capital Partners reduced its WESCO International (WCC) stake by 29% in Q1 2026, selling an estimated $7.27M and leaving 62,200 shares worth $17M. The position accounts for 5.27% of the portfolio, ranked #5.

Bayberry Capital Partners first reported a position in WCC in Q1 2024 and has held it in 9 quarters since. The position peaked at $28.4M in Q3 2025. 619 funds tracked by Wall St. Rank hold WCC as of Q1 2026.

Bayberry Capital Partners held 62,200 shares of WESCO International worth $17M as of Q1 2026.
Bayberry Capital Partners sold 25,900 WESCO International shares in Q1 2026, an estimated $7.27M.
WESCO International made up 5.27% of Bayberry Capital Partners's portfolio in Q1 2026, its #5 holding.
Bayberry Capital Partners first reported a position in WESCO International in Q1 2024 and has held it in 9 quarters since.
Bayberry Capital Partners's WESCO International position peaked at $28.4M in Q3 2025.
619 funds tracked by Wall St. Rank held WESCO International as of Q1 2026.

Based on Bayberry Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.