Bayberry Capital Partners’s WillScot Mobile Mini Holdings WSC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-304,000	Closed	-$14.1M	–	30
2024 Q1	$14.1M	Sell	304,000 -188,000	-38%	-$8.74M	2.64%	15
2023 Q4	$21.9M	Sell	492,000 -10,000	-2%	-$404K	4.16%	4
2023 Q3	$20.9M	Sell	502,000 -153,000	-23%	-$6.73M	5.12%	5
2023 Q2	$31.3M	Sell	655,000 -95,000	-13%	-$4.25M	6.28%	3
2023 Q1	$35.2M	Sell	750,000 -125,000	-14%	-$6.02M	12.33%	2
2022 Q4	$39.5M	Sell	875,000 -340,000	-28%	-$15.3M	14.75%	1
2022 Q3	$49M	Sell	1,215,000 -370,000	-23%	-$14.4M	14.24%	1
2022 Q2	$51.4M	Buy	1,585,000 +305,000	+24%	+$10.8M	16.07%	1
2022 Q1	$50.1M	Sell	1,280,000 -22,000	-2%	-$827K	16%	1
2021 Q4	$53.2M	Sell	1,302,000 -196,000	-13%	-$7.23M	15.43%	1
2021 Q3	$47.5M	Buy	1,498,000 +58,000	+4%	+$1.68M	13.64%	1
2021 Q2	$40.1M	Sell	1,440,000 -372,000	-21%	-$10.7M	11.36%	1
2021 Q1	$50.3M	Sell	1,812,000 -329,000	-15%	-$8.64M	15.28%	1
2020 Q4	$49.6M	Sell	2,141,000 -319,000	-13%	-$6.43M	13.9%	1
2020 Q3	$41M	Sell	2,460,000 -130,000	-5%	-$2.08M	11.74%	1
2020 Q2	$31.8M	Sell	2,590,000 -95,000	-4%	-$1.17M	6.17%	3
2020 Q1	$27.2M	Buy	2,685,000 +584,602	+28%	+$9.49M	11.08%	1
2019 Q4	$38.8M	Buy	+2,100,398	New	+$35.3M	17.98%	1

Other funds holding WSC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Bayberry Capital Partners's WSC Position: Q2 2024 in Review

Bayberry Capital Partners sold out of WillScot Mobile Mini Holdings (WSC) in Q2 2024, closing a stake of 304,000 shares — an estimated $14.1M sold.

Bayberry Capital Partners first reported a position in WSC in Q4 2019 and held it in 18 quarters. The position peaked at $53.2M in Q4 2021. 411 funds tracked by Wall St. Rank hold WSC as of Q2 2024.

Bayberry Capital Partners reported no remaining WillScot Mobile Mini Holdings position as of Q2 2024 after selling out during the quarter.
Bayberry Capital Partners sold 304,000 WillScot Mobile Mini Holdings shares in Q2 2024, an estimated $14.1M.
Bayberry Capital Partners first reported a position in WillScot Mobile Mini Holdings in Q4 2019 and held it in 18 quarters.
Bayberry Capital Partners's WillScot Mobile Mini Holdings position peaked at $53.2M in Q4 2021.
411 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q2 2024.

Based on Bayberry Capital Partners's 13F filing for Q2 2024, filed 14 Aug 2024.