Permian Investment Partners’s WillScot Mobile Mini Holdings WSC Stock Holding History

Permian Investment Partners’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 Q2	–	Sell	-246,372	Closed	-$11.5M	–	19
2023 Q1	$11.5M	Sell	246,372 -834,686	-77%	-$40.2M	1.52%	10
2022 Q4	$48.8M	Sell	1,081,058 -295,000	-21%	-$13.2M	8.54%	7
2022 Q3	$55.5M	Sell	1,376,058 -1,058,600	-43%	-$41.3M	10.02%	6
2022 Q2	$78.9M	Sell	2,434,658 -175,137	-7%	-$6.2M	12.88%	4
2022 Q1	$102M	Sell	2,609,795 -551,573	-17%	-$20.7M	12.24%	4
2021 Q4	$129M	Sell	3,161,368 -516,131	-14%	-$19M	13.42%	4
2021 Q3	$117M	Sell	3,677,499 -311,644	-8%	-$9.01M	11.58%	3
2021 Q2	$111M	Sell	3,989,143 -519,800	-12%	-$14.9M	11.51%	3
2021 Q1	$125M	Sell	4,508,943 -704,097	-14%	-$18.5M	15.58%	2
2020 Q4	$121M	Sell	5,213,040 -660,000	-11%	-$13.3M	18.07%	2
2020 Q3	$98M	Buy	+5,873,040	New	+$93.9M	19.27%	1

Other funds holding WSC

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Permian Investment Partners's WSC Position: Q2 2023 in Review

Permian Investment Partners sold out of WillScot Mobile Mini Holdings (WSC) in Q2 2023, closing a stake of 246,372 shares — an estimated $11.5M sold.

Permian Investment Partners first reported a position in WSC in Q3 2020 and held it in 11 quarters. The position peaked at $129M in Q4 2021. 421 funds tracked by Wall St. Rank hold WSC as of Q2 2023.

Permian Investment Partners reported no remaining WillScot Mobile Mini Holdings position as of Q2 2023 after selling out during the quarter.
Permian Investment Partners sold 246,372 WillScot Mobile Mini Holdings shares in Q2 2023, an estimated $11.5M.
Permian Investment Partners first reported a position in WillScot Mobile Mini Holdings in Q3 2020 and held it in 11 quarters.
Permian Investment Partners's WillScot Mobile Mini Holdings position peaked at $129M in Q4 2021.
421 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q2 2023.

Based on Permian Investment Partners's 13F filing for Q2 2023, filed 14 Aug 2023.