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

Spyglass 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
2025 Q2	–	Sell	-1,723,601	Closed	-$47.9M	–	28
2025 Q1	$47.9M	Sell	1,723,601 -105,644	-6%	-$3.59M	3.29%	17
2024 Q4	$61.2M	Buy	1,829,245 +527,465	+41%	+$19.4M	3.44%	17
2024 Q3	$48.9M	Buy	1,301,780 +77,211	+6%	+$2.95M	3.21%	18
2024 Q2	$46.1M	Sell	1,224,569 -515,291	-30%	-$20.4M	3.37%	16
2024 Q1	$80.9M	Buy	1,739,860 +165,925	+11%	+$7.71M	5.39%	3
2023 Q4	$70M	Buy	1,573,935 +63,268	+4%	+$2.56M	5.04%	1
2023 Q3	$62.8M	Buy	1,510,667 +574,425	+61%	+$25.3M	4.92%	6
2023 Q2	$44.7M	Buy	+936,242	New	+$41.9M	3.23%	18

Other funds holding WSC

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Spyglass Capital Management's WSC Position: Q2 2025 in Review

Spyglass Capital Management sold out of WillScot Mobile Mini Holdings (WSC) in Q2 2025, closing a stake of 1,723,601 shares — an estimated $47.9M sold.

Spyglass Capital Management first reported a position in WSC in Q2 2023 and held it in 8 quarters. The position peaked at $80.9M in Q1 2024. 381 funds tracked by Wall St. Rank hold WSC as of Q2 2025.

Spyglass Capital Management reported no remaining WillScot Mobile Mini Holdings position as of Q2 2025 after selling out during the quarter.
Spyglass Capital Management sold 1,723,601 WillScot Mobile Mini Holdings shares in Q2 2025, an estimated $47.9M.
Spyglass Capital Management first reported a position in WillScot Mobile Mini Holdings in Q2 2023 and held it in 8 quarters.
Spyglass Capital Management's WillScot Mobile Mini Holdings position peaked at $80.9M in Q1 2024.
381 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q2 2025.

Based on Spyglass Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.