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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,723,601
Closed -$47.9M 28
2025
Q1
$47.9M Sell
1,723,601
-105,644
-6% -$2.94M 3.29% 17
2024
Q4
$61.2M Buy
1,829,245
+527,465
+41% +$17.6M 3.44% 17
2024
Q3
$48.9M Buy
1,301,780
+77,211
+6% +$2.9M 3.21% 18
2024
Q2
$46.1M Sell
1,224,569
-515,291
-30% -$19.4M 3.37% 16
2024
Q1
$80.9M Buy
1,739,860
+165,925
+11% +$7.72M 5.39% 3
2023
Q4
$70M Buy
1,573,935
+63,268
+4% +$2.82M 5.04% 1
2023
Q3
$62.8M Buy
1,510,667
+574,425
+61% +$23.9M 4.92% 6
2023
Q2
$44.7M Buy
+936,242
New +$44.7M 3.23% 18