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

Eminence 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
2023
Q4 		– Sell
-2,038,240
Closed -$84.8M – 73
2023
Q3 		$84.8M Buy
2,038,240
+313,583
+18% +$13.8M 1.68% 31
2023
Q2 		$82.4M Sell
1,724,657
-844,094
-33% -$37.8M 1.08% 37
2023
Q1 		$120M Buy
2,568,751
+77,909
+3% +$3.75M 1.71% 20
2022
Q4 		$113M Sell
2,490,842
-509,390
-17% -$22.9M 2.09% 13
2022
Q3 		$121M Sell
3,000,232
-2,004,003
-40% -$78.2M 2.53% 5
2022
Q2 		$162M Buy
5,004,235
+144,826
+3% +$5.13M 3.22% 3
2022
Q1 		$190M Sell
4,859,409
-1,568,476
-24% -$59M 2.16% 5
2021
Q4 		$263M Sell
6,427,885
-2,112,488
-25% -$78M 2.5% 4
2021
Q3 		$271M Sell
8,540,373
-233,695
-3% -$6.75M 3.66% 3
2021
Q2 		$245M Sell
8,774,068
-1,111,508
-11% -$31.9M 3.01% 6
2021
Q1 		$274M Buy
9,885,576
+2,075,840
+27% +$54.5M 3.4% 5
2020
Q4 		$181M Buy
+7,809,736
New +$158M 1.7% 13

Other funds holding WSC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Eminence Capital's WSC Position: Q4 2023 in Review

Eminence Capital sold out of WillScot Mobile Mini Holdings (WSC) in Q4 2023, closing a stake of 2,038,240 shares — an estimated $84.8M sold.

Eminence Capital first reported a position in WSC in Q4 2020 and held it in 12 quarters. The position peaked at $274M in Q1 2021. 419 funds tracked by Wall St. Rank hold WSC as of Q4 2023.

  • Eminence Capital reported no remaining WillScot Mobile Mini Holdings position as of Q4 2023 after selling out during the quarter.
  • Eminence Capital sold 2,038,240 WillScot Mobile Mini Holdings shares in Q4 2023, an estimated $84.8M.
  • Eminence Capital first reported a position in WillScot Mobile Mini Holdings in Q4 2020 and held it in 12 quarters.
  • Eminence Capital's WillScot Mobile Mini Holdings position peaked at $274M in Q1 2021.
  • 419 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q4 2023.

Based on Eminence Capital's 13F filing for Q4 2023, filed 14 Feb 2024.