Dendur Capital’s WillScot Mobile Mini Holdings WSC Stock Holding History

Dendur Capital’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 Q2	–	Sell	-300,000	Closed	-$8.34M	–	31
2025 Q1	$8.34M	Sell	300,000 -619,500	-67%	-$21.1M	0.98%	17
2024 Q4	$30.8M	Buy	+919,500	New	+$33.8M	3.17%	11
2024 Q3	–	Sell	-400,000	Closed	-$15.1M	–	22
2024 Q2	$15.1M	Buy	+400,000	New	+$15.8M	2.6%	12

Other funds holding WSC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Dendur Capital's WSC Position: Q3 2025 in Review

Dendur Capital sold out of WillScot Mobile Mini Holdings (WSC) in Q3 2025, closing a stake of 1,993,822 shares — an estimated $54.6M sold.

Dendur Capital first reported a position in WSC in Q4 2019 and held it in 23 quarters. The position peaked at $88.3M in Q4 2023. 360 funds tracked by Wall St. Rank hold WSC as of Q3 2025.

Dendur Capital reported no remaining WillScot Mobile Mini Holdings position as of Q3 2025 after selling out during the quarter.
Dendur Capital sold 1,993,822 WillScot Mobile Mini Holdings shares in Q3 2025, an estimated $54.6M.
Dendur Capital first reported a position in WillScot Mobile Mini Holdings in Q4 2019 and held it in 23 quarters.
Dendur Capital's WillScot Mobile Mini Holdings position peaked at $88.3M in Q4 2023.
360 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q3 2025.

Based on Dendur Capital's 13F filing for Q3 2025, filed 14 Nov 2025.