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

Hickory Lane 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
2023 Q1	$6.56M	Sell	140,000 -31,500	-18%	-$1.52M	8.03%	2
2022 Q4	$7.75M	Buy	171,500 +1,500	+0.9%	+$67.3K	7.72%	2
2022 Q3	$6.86M	Sell	170,000 -30,000	-15%	-$1.17M	7.13%	4
2022 Q2	$6.48M	Sell	200,000 -30,000	-13%	-$1.06M	5.92%	5
2022 Q1	$9M	Buy	230,000 +14,250	+7%	+$536K	5.5%	3
2021 Q4	$8.81M	Buy	215,750 +35,750	+20%	+$1.32M	4.69%	3
2021 Q3	$5.71M	Sell	180,000 -83,500	-32%	-$2.41M	3.22%	12
2021 Q2	$7.34M	Buy	263,500 +13,500	+5%	+$388K	3.59%	10
2021 Q1	$6.94M	Buy	+250,000	New	+$6.56M	4.51%	9

Other funds holding WSC

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Hickory Lane Capital Management's WSC Position: Q1 2023 in Review

Hickory Lane Capital Management reduced its WillScot Mobile Mini Holdings (WSC) stake by 18% in Q1 2023, selling an estimated $1.52M and leaving 140,000 shares worth $6.56M. The position accounts for 8.03% of the portfolio, ranked #2.

Hickory Lane Capital Management first reported a position in WSC in Q1 2021 and has held it in 9 quarters since. The position peaked at $9M in Q1 2022. 425 funds tracked by Wall St. Rank hold WSC as of Q1 2023.

Hickory Lane Capital Management held 140,000 shares of WillScot Mobile Mini Holdings worth $6.56M as of Q1 2023.
Hickory Lane Capital Management sold 31,500 WillScot Mobile Mini Holdings shares in Q1 2023, an estimated $1.52M.
WillScot Mobile Mini Holdings made up 8.03% of Hickory Lane Capital Management's portfolio in Q1 2023, its #2 holding.
Hickory Lane Capital Management first reported a position in WillScot Mobile Mini Holdings in Q1 2021 and has held it in 9 quarters since.
Hickory Lane Capital Management's WillScot Mobile Mini Holdings position peaked at $9M in Q1 2022.
425 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q1 2023.

Based on Hickory Lane Capital Management's 13F filing for Q1 2023, filed 1 May 2023.