Blue Door Asset Management’s WillScot Mobile Mini Holdings WSC Stock Holding History

Blue Door Asset Management’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
2026 Q2	$8.01M	Buy	277,694 +112,694	+68%	+$2.73M	3.78%	7
2026 Q1	$2.86M	Hold	165,000	–	–	1.81%	16
2025 Q4	$3.11M	Buy	+165,000	New	+$3.33M	1.26%	16
2022 Q2	–	Sell	-64,250	Closed	-$2.51M	–	27
2022 Q1	$2.51M	Sell	64,250 -53,150	-45%	-$2M	1.45%	17
2021 Q4	$4.79M	Buy	+117,400	New	+$4.33M	4.4%	10

Other funds holding WSC

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

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

Blue Door Asset Management's WSC Position: Q2 2026 in Review

Blue Door Asset Management increased its WillScot Mobile Mini Holdings (WSC) stake by 68% in Q2 2026, buying an estimated $2.73M and bringing the position to 277,694 shares worth $8.01M. The position accounts for 3.78% of the portfolio, ranked #7.

Blue Door Asset Management first reported a position in WSC in Q4 2021 and has held it in 5 quarters since. 372 funds tracked by Wall St. Rank hold WSC as of Q2 2026.

Blue Door Asset Management held 277,694 shares of WillScot Mobile Mini Holdings worth $8.01M as of Q2 2026.
Blue Door Asset Management bought 112,694 WillScot Mobile Mini Holdings shares in Q2 2026, an estimated $2.73M.
WillScot Mobile Mini Holdings made up 3.78% of Blue Door Asset Management's portfolio in Q2 2026, its #7 holding.
Blue Door Asset Management first reported a position in WillScot Mobile Mini Holdings in Q4 2021 and has held it in 5 quarters since.
372 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q2 2026.

Based on Blue Door Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.