Sea Cliff Partners Management’s WESCO International WCC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-75,000	Closed	-$12.6M	–	17
2024 Q3	$12.6M	Buy	75,000 +12,651	+20%	+$2.13M	4.22%	13
2024 Q2	$9.88M	Sell	62,349 -62,651	-50%	-$9.93M	3.38%	12
2024 Q1	$21.4M	Buy	125,000 +14,186	+13%	+$2.43M	7.03%	8
2023 Q4	$19.3M	Buy	+110,814	New	+$19.3M	7.51%	7