No Street GP LP’s WillScot Mobile Mini Holdings WSC Stock Holding History

No Street GP LP’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
2024 Q1	–	Sell	-600,000	Closed	-$26.7M	–	38
2023 Q4	$26.7M	Buy	600,000 +187,500	+45%	+$7.58M	2.67%	18
2023 Q3	$17.2M	Sell	412,500 -262,500	-39%	-$11.6M	2.05%	18
2023 Q2	$32.3M	Sell	675,000 -75,000	-10%	-$3.35M	3.17%	13
2023 Q1	$35.2M	Sell	750,000 -210,000	-22%	-$10.1M	4.49%	8
2022 Q4	$43.4M	Hold	960,000	–	–	5.71%	5
2022 Q3	$38.7M	Sell	960,000 -55,000	-5%	-$2.15M	6.08%	4
2022 Q2	$32.9M	Buy	1,015,000 +350,000	+53%	+$12.4M	5.22%	5
2022 Q1	$26M	Buy	665,000 +148,615	+29%	+$5.59M	3.52%	9
2021 Q4	$21.1M	Buy	+516,385	New	+$19.1M	3.4%	11

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

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

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

No Street GP LP's WSC Position: Q1 2024 in Review

No Street GP LP sold out of WillScot Mobile Mini Holdings (WSC) in Q1 2024, closing a stake of 600,000 shares — an estimated $26.7M sold.

No Street GP LP first reported a position in WSC in Q4 2021 and held it in 9 quarters. The position peaked at $43.4M in Q4 2022. 444 funds tracked by Wall St. Rank hold WSC as of Q1 2024.

No Street GP LP reported no remaining WillScot Mobile Mini Holdings position as of Q1 2024 after selling out during the quarter.
No Street GP LP sold 600,000 WillScot Mobile Mini Holdings shares in Q1 2024, an estimated $26.7M.
No Street GP LP first reported a position in WillScot Mobile Mini Holdings in Q4 2021 and held it in 9 quarters.
No Street GP LP's WillScot Mobile Mini Holdings position peaked at $43.4M in Q4 2022.
444 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q1 2024.

Based on No Street GP LP's 13F filing for Q1 2024, filed 15 May 2024.