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

Cobalt 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
2025 Q3	–	Sell	-120,000	Closed	-$3.29M	–	35
2025 Q2	$3.29M	Buy	+120,000	New	+$3.2M	1.54%	16
2022 Q4	–	Sell	-50,000	Closed	-$2.02M	–	34
2022 Q3	$2.02M	Sell	50,000 -70,000	-58%	-$2.73M	0.82%	22
2022 Q2	$3.89M	Buy	120,000 +90,000	+300%	+$3.19M	1.3%	23
2022 Q1	$1.17M	Buy	+30,000	New	+$1.13M	0.35%	37

Other funds holding WSC

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

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

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

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

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

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

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Cobalt Capital Management's WSC Position: Q3 2025 in Review

Cobalt Capital Management sold out of WillScot Mobile Mini Holdings (WSC) in Q3 2025, closing a stake of 120,000 shares — an estimated $3.29M sold.

Cobalt Capital Management first reported a position in WSC in Q1 2022 and held it in 4 quarters. The position peaked at $3.89M in Q2 2022. 361 funds tracked by Wall St. Rank hold WSC as of Q3 2025.

Cobalt Capital Management reported no remaining WillScot Mobile Mini Holdings position as of Q3 2025 after selling out during the quarter.
Cobalt Capital Management sold 120,000 WillScot Mobile Mini Holdings shares in Q3 2025, an estimated $3.29M.
Cobalt Capital Management first reported a position in WillScot Mobile Mini Holdings in Q1 2022 and held it in 4 quarters.
Cobalt Capital Management's WillScot Mobile Mini Holdings position peaked at $3.89M in Q2 2022.
361 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q3 2025.

Based on Cobalt Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.