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

Turtle Creek 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
2026 Q1	$137M	Buy	7,870,039 +1,686,077	+27%	+$34.4M	5.11%	9
2025 Q4	$116M	Sell	6,183,962 -2,546,385	-29%	-$51.3M	5.12%	8
2025 Q3	$184M	Buy	8,730,347 +3,645,350	+72%	+$93.9M	5.56%	4
2025 Q2	$139M	Buy	5,084,997 +927,555	+22%	+$24.7M	4.04%	12
2025 Q1	$116M	Buy	4,157,442 +562,594	+16%	+$19.1M	3.25%	17
2024 Q4	$120M	Buy	3,594,848 +693,243	+24%	+$25.5M	3.13%	19
2024 Q3	$109M	Buy	+2,901,605	New	+$111M	2.62%	21

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

CCM

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

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

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

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

Turtle Creek Asset Management's WSC Position: Q1 2026 in Review

Turtle Creek Asset Management increased its WillScot Mobile Mini Holdings (WSC) stake by 27% in Q1 2026, buying an estimated $34.4M and bringing the position to 7,870,039 shares worth $137M. The position accounts for 5.11% of the portfolio, ranked #9.

Turtle Creek Asset Management first reported a position in WSC in Q3 2024 and has held it in 7 quarters since. The position peaked at $184M in Q3 2025. 333 funds tracked by Wall St. Rank hold WSC as of Q1 2026.

Turtle Creek Asset Management held 7,870,039 shares of WillScot Mobile Mini Holdings worth $137M as of Q1 2026.
Turtle Creek Asset Management bought 1,686,077 WillScot Mobile Mini Holdings shares in Q1 2026, an estimated $34.4M.
WillScot Mobile Mini Holdings made up 5.11% of Turtle Creek Asset Management's portfolio in Q1 2026, its #9 holding.
Turtle Creek Asset Management first reported a position in WillScot Mobile Mini Holdings in Q3 2024 and has held it in 7 quarters since.
Turtle Creek Asset Management's WillScot Mobile Mini Holdings position peaked at $184M in Q3 2025.
333 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q1 2026.

Based on Turtle Creek Asset Management's 13F filing for Q1 2026, filed 15 May 2026.