Islet Management’s WillScot Mobile Mini Holdings WSC Stock Holding History

Islet 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
2022 Q2	–	Sell	-175,000	Closed	-$6.85M	–	170
2022 Q1	$6.85M	Buy	+175,000	New	+$6.58M	0.28%	78
2021 Q4	–	Sell	-1,542,051	Closed	-$48.9M	–	268
2021 Q3	$48.9M	Buy	+1,542,051	New	+$44.6M	1.06%	9
2021 Q1	–	Sell	-350,000	Closed	-$8.11M	–	207
2020 Q4	$8.11M	Buy	350,000 +50,000	+17%	+$1.01M	0.37%	81
2020 Q3	$5M	Buy	+300,000	New	+$4.79M	0.34%	83
2020 Q2	–	Sell	-276,405	Closed	-$2.8M	–	145
2020 Q1	$2.8M	Buy	276,405 +19,205	+7%	+$312K	0.41%	80
2019 Q4	$4.76M	Buy	+257,200	New	+$4.32M	0.44%	62

Other funds holding WSC

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

Islet Management's WSC Position: Q2 2022 in Review

Islet Management sold out of WillScot Mobile Mini Holdings (WSC) in Q2 2022, closing a stake of 175,000 shares — an estimated $6.85M sold.

Islet Management first reported a position in WSC in Q4 2019 and held it in 6 quarters. The position peaked at $48.9M in Q3 2021. 354 funds tracked by Wall St. Rank hold WSC as of Q2 2022.

Islet Management reported no remaining WillScot Mobile Mini Holdings position as of Q2 2022 after selling out during the quarter.
Islet Management sold 175,000 WillScot Mobile Mini Holdings shares in Q2 2022, an estimated $6.85M.
Islet Management first reported a position in WillScot Mobile Mini Holdings in Q4 2019 and held it in 6 quarters.
Islet Management's WillScot Mobile Mini Holdings position peaked at $48.9M in Q3 2021.
354 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q2 2022.

Based on Islet Management's 13F filing for Q2 2022, filed 15 Aug 2022.