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 Q2	$128M	Sell	4,422,753 -3,447,286	-44%	-$83.4M	4.99%	6
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 $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Turtle Creek Asset Management's WSC Position: Q2 2026 in Review

Turtle Creek Asset Management reduced its WillScot Mobile Mini Holdings (WSC) stake by 44% in Q2 2026, selling an estimated $83.4M and leaving 4,422,753 shares worth $128M. The position accounts for 4.99% of the portfolio, ranked #6.

Turtle Creek Asset Management first reported a position in WSC in Q3 2024 and has held it in 8 quarters since. The position peaked at $184M in Q3 2025. 372 funds tracked by Wall St. Rank hold WSC as of Q2 2026.

Turtle Creek Asset Management held 4,422,753 shares of WillScot Mobile Mini Holdings worth $128M as of Q2 2026.
Turtle Creek Asset Management sold 3,447,286 WillScot Mobile Mini Holdings shares in Q2 2026, an estimated $83.4M.
WillScot Mobile Mini Holdings made up 4.99% of Turtle Creek Asset Management's portfolio in Q2 2026, its #6 holding.
Turtle Creek Asset Management first reported a position in WillScot Mobile Mini Holdings in Q3 2024 and has held it in 8 quarters since.
Turtle Creek Asset Management's WillScot Mobile Mini Holdings position peaked at $184M in Q3 2025.
372 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q2 2026.

Based on Turtle Creek Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.