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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
Q2 		– Sell
-1,344,847
Closed -$23.3M – 36
2026
Q1 		$23.3M Buy
1,344,847
+36,000
+3% +$735K 1.99% 20
2025
Q4 		$24.6M Sell
1,308,847
-105,000
-7% -$2.12M 2.58% 17
2025
Q3 		$29.8M Sell
1,413,847
-512,386
-27% -$13.2M 3.69% 12
2025
Q2 		$52.8M Buy
1,926,233
+53,408
+3% +$1.42M 6.22% 5
2025
Q1 		$52.1M Buy
1,872,825
+363,325
+24% +$12.4M 7.63% 4
2024
Q4 		$50.5M Sell
1,509,500
-85,985
-5% -$3.16M 6.2% 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 8.59% 3
2024
Q1 		$84.9M Buy
1,826,000
+286,000
+19% +$13.3M 10.84% 3
2023
Q4 		$68.5M Hold
1,540,000
– – 8.02% 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 7.66% 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 5.03% 10

Other funds holding WSC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Broad Bay Capital Management's WSC Position: Q2 2026 in Review

Broad Bay Capital Management sold out of WillScot Mobile Mini Holdings (WSC) in Q2 2026, closing a stake of 1,344,847 shares — an estimated $23.3M sold.

Broad Bay Capital Management first reported a position in WSC in Q2 2019 and held it in 28 quarters. The position peaked at $137M in Q4 2021. 371 funds tracked by Wall St. Rank hold WSC as of Q2 2026.

  • Broad Bay Capital Management reported no remaining WillScot Mobile Mini Holdings position as of Q2 2026 after selling out during the quarter.
  • Broad Bay Capital Management sold 1,344,847 WillScot Mobile Mini Holdings shares in Q2 2026, an estimated $23.3M.
  • Broad Bay Capital Management first reported a position in WillScot Mobile Mini Holdings in Q2 2019 and held it in 28 quarters.
  • Broad Bay Capital Management's WillScot Mobile Mini Holdings position peaked at $137M in Q4 2021.
  • 371 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q2 2026.

Based on Broad Bay Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.