Broad Bay Capital Management’s WillScot Mobile Mini Holdings WSC Stock Holding History

Broad Bay Capital 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 Q1	$23.3M	Buy	1,344,847 +36,000	+3%	+$735K	2.4%	20
2025 Q4	$24.6M	Sell	1,308,847 -105,000	-7%	-$2.12M	2.82%	17
2025 Q3	$29.8M	Sell	1,413,847 -512,386	-27%	-$13.2M	3.72%	12
2025 Q2	$52.8M	Buy	1,926,233 +53,408	+3%	+$1.42M	7.42%	5
2025 Q1	$52.1M	Buy	1,872,825 +363,325	+24%	+$12.4M	7.82%	4
2024 Q4	$50.5M	Sell	1,509,500 -85,985	-5%	-$3.16M	8.16%	6
2024 Q3	$60M	Sell	1,595,485 -145,015	-8%	-$5.53M	8.24%	4
2024 Q2	$65.5M	Sell	1,740,500 -85,500	-5%	-$3.38M	8.96%	3
2024 Q1	$84.9M	Buy	1,826,000 +286,000	+19%	+$13.3M	11.01%	3
2023 Q4	$68.5M	Hold	1,540,000	–	–	8.61%	5
2023 Q3	$64M	Sell	1,540,000 -497,000	-24%	-$21.9M	9.64%	3
2023 Q2	$97.3M	Sell	2,037,000 -150,000	-7%	-$6.71M	13.11%	2
2023 Q1	$103M	Sell	2,187,000 -841,000	-28%	-$40.5M	14.05%	2
2022 Q4	$137M	Sell	3,028,000 -100,000	-3%	-$4.49M	19.44%	1
2022 Q3	$126M	Sell	3,128,000 -132,800	-4%	-$5.18M	22.23%	1
2022 Q2	$106M	Sell	3,260,800 -200	-0%	-$7.08K	16.55%	1
2022 Q1	$128M	Sell	3,261,000 -104,000	-3%	-$3.91M	16.22%	1
2021 Q4	$137M	Sell	3,365,000 -960,000	-22%	-$35.4M	16.64%	1
2021 Q3	$137M	Buy	4,325,000 +846,000	+24%	+$24.4M	17%	1
2021 Q2	$97M	Sell	3,479,000 -527,000	-13%	-$15.1M	11.48%	1
2021 Q1	$111M	Sell	4,006,000 -469,000	-10%	-$12.3M	12.99%	1
2020 Q4	$104M	Buy	4,475,000 +418,900	+10%	+$8.45M	11.65%	4
2020 Q3	$67.7M	Buy	4,056,100 +731,100	+22%	+$11.7M	9.85%	5
2020 Q2	$40.9M	Buy	3,325,000 +576,000	+21%	+$7.1M	7.3%	7
2020 Q1	$27.8M	Buy	2,749,000 +869,000	+46%	+$14.1M	7.69%	6
2019 Q4	$34.8M	Buy	1,880,000 +210,000	+13%	+$3.53M	8.29%	4
2019 Q3	$26M	Buy	1,670,000 +670,000	+67%	+$10M	6.95%	8
2019 Q2	$15M	Buy	+1,000,000	New	+$13.6M	5.08%	10