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

Simcoe 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
2024 Q4	–	Sell	-1,079,855	Closed	-$40.6M	–	17
2024 Q3	$40.6M	Sell	1,079,855 -215,555	-17%	-$8.23M	5.33%	8
2024 Q2	$48.8M	Buy	1,295,410 +1,195,795	+1,200%	+$47.3M	7.32%	6
2024 Q1	$4.63M	Hold	99,615	–	–	0.61%	16
2023 Q4	$4.43M	Sell	99,615 -86,425	-46%	-$3.49M	0.64%	11
2023 Q3	$7.74M	Buy	+186,040	New	+$8.19M	1.12%	10

Other funds holding WSC

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

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

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

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Simcoe Capital Management's WSC Position: Q4 2024 in Review

Simcoe Capital Management sold out of WillScot Mobile Mini Holdings (WSC) in Q4 2024, closing a stake of 1,079,855 shares — an estimated $40.6M sold.

Simcoe Capital Management first reported a position in WSC in Q3 2023 and held it in 5 quarters. The position peaked at $48.8M in Q2 2024. 395 funds tracked by Wall St. Rank hold WSC as of Q4 2024.

Simcoe Capital Management reported no remaining WillScot Mobile Mini Holdings position as of Q4 2024 after selling out during the quarter.
Simcoe Capital Management sold 1,079,855 WillScot Mobile Mini Holdings shares in Q4 2024, an estimated $40.6M.
Simcoe Capital Management first reported a position in WillScot Mobile Mini Holdings in Q3 2023 and held it in 5 quarters.
Simcoe Capital Management's WillScot Mobile Mini Holdings position peaked at $48.8M in Q2 2024.
395 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q4 2024.

Based on Simcoe Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.