Timucuan Asset Management
WSC icon

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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Turtle Creek Asset Management
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Coliseum Capital Management
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 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. 333 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.
  • 333 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.