Timucuan Asset Management’s WillScot Mobile Mini Holdings WSC Stock Holding History

Timucuan Asset 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 Q4	–	Sell	-2,636,203	Closed	-$55.7M	–	30
2025 Q3	$55.7M	Buy	2,636,203 +61,783	+2%	+$1.59M	1.63%	18
2025 Q2	$70.5M	Buy	2,574,420 +13,145	+0.5%	+$350K	2.06%	18
2025 Q1	$71.2M	Buy	2,561,275 +41,751	+2%	+$1.42M	2.21%	19
2024 Q4	$84.3M	Buy	2,519,524 +23,005	+0.9%	+$845K	2.58%	18
2024 Q3	$93.9M	Buy	2,496,519 +31,721	+1%	+$1.21M	2.85%	18
2024 Q2	$92.8M	Buy	+2,464,798	New	+$97.5M	3.19%	17

Other funds holding WSC

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

BlackRock New York $5.72T AUM 30.48% 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

TCAM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CCM

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

Timucuan Asset Management's WSC Position: Q4 2025 in Review

Timucuan Asset Management sold out of WillScot Mobile Mini Holdings (WSC) in Q4 2025, closing a stake of 2,636,203 shares — an estimated $55.7M sold.

Timucuan Asset Management first reported a position in WSC in Q2 2024 and held it in 6 quarters. The position peaked at $93.9M in Q3 2024. 332 funds tracked by Wall St. Rank hold WSC as of Q4 2025.

Timucuan Asset Management reported no remaining WillScot Mobile Mini Holdings position as of Q4 2025 after selling out during the quarter.
Timucuan Asset Management sold 2,636,203 WillScot Mobile Mini Holdings shares in Q4 2025, an estimated $55.7M.
Timucuan Asset Management first reported a position in WillScot Mobile Mini Holdings in Q2 2024 and held it in 6 quarters.
Timucuan Asset Management's WillScot Mobile Mini Holdings position peaked at $93.9M in Q3 2024.
332 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q4 2025.

Based on Timucuan Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.