WillScot Holdings Corporation

WSC • NASDAQ

WillScot Holdings Corporation is a rental & leasing services company in the industrials sector on NASDAQ, led by Bradley Soultz, with a market cap of $3.9B. As of Q3 2025, 103% of shares are held by 354 institutional investors, with BlackRock, Inc. as the largest holder at 11.45%.

CEO of WillScot Holdings CorporationBradley Soultz

Market Cap$3.9B

Rental & Leasing Services

Industrials

Employees5.0K

Websitewillscotmobilemini.com

Country

United States of America

Overview

Overview of institutional ownership in WSC as of Q3 2025 with a market cap of $3.8B

All Institutions

Institutions: 354
Value Held: $4.0B
Shares Held: 188.3M
Avg Position: $11.2M
Median Position: $761.6K

Hedge Funds

Hedge Funds: 48
Value Held: $283.5M
Shares Held: 13.4M
Avg Position: $5.9M
Median Position: $1.9M

Ownership Breakdown

Institutional (non-HF)

96.04%

$3.7B

Hedge Funds

7.38%

$283.5M

Retail & Other

Based on market cap of $3.8B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in WSC as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$440.2M 0.01% of portfolio	11.45% 20.9M shares	Q1 2017 Held for 8y 8m	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$376.9M 0.01% of portfolio	9.81% 17.9M shares	Q4 2017 Held for 7y 11m	$6.69T
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$191.8M 0.01% of portfolio	4.99% 9.1M shares	Q3 2017 Held for 8y 2m	$1.56T
T Turtle Creek Asset Management Inc. Institution	-	$184.3M 5.56% of portfolio	4.79% 8.7M shares	Q3 2024 Held for 1y 2m	$3.3B
FMR LLC Institution	-	$154.9M 0.01% of portfolio	4.03% 7.3M shares	Q3 2018 Held for 7y 2m	$1.92T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$120.2M 0.00% of portfolio	3.13% 5.7M shares	Q1 2018 Held for 7y 8m	$2.88T
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Long Only Manager	Brent Walker Gledhill CEO	$112.2M 0.29% of portfolio	2.92% 5.3M shares	Q4 2020 Held for 4y 11m	$38.7B
Clearbridge Investments, LLC Long Only Manager	John Randolph Haller COO	$109.0M 0.08% of portfolio	2.84% 5.2M shares	Q3 2020 Held for 5y 2m	$132.87B
C Capital International Investors Institution	-	$104.6M 0.02% of portfolio	2.72% 5.0M shares	Q2 2024 Held for 1y 5m	$615.90B
B BAILLIE GIFFORD & CO Institution	-	$102.5M 0.08% of portfolio	2.67% 4.9M shares	Q1 2025 Held for 8 months	$134.80B

Net Capital Flow

Institutional buying and selling activity for WSC in Q3 2025

Net Flow: −$225.1M
Buyers: 136
Sellers: 199
Total Bought: +$366.3M
Total Sold: −$591.4M
Avg Position: $10.3M

Biggest Buyers

Institution	Net Bought	Current Position
T Turtle Creek Asset Management Inc. Institution	+$77.0M +3.6M shares	$184.3M 8.7M shares
C Coliseum Capital Management, LLC Hedge Fund•Distressed	+$41.6M +2.0M shares	$63.2M 3.0M shares
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	+$33.8M +1.6M shares	$34.4M 1.6M shares
CRAMER ROSENTHAL MCGLYNN LLC Long Only Manager	+$15.4M +731.0K shares	$27.3M 1.3M shares
SCHRODER INVESTMENT MANAGEMENT GROUP RIA/Wealth	+$14.1M +679.2K shares	$14.1M 679.2K shares
Van Berkom & Associates Inc. Long Only Manager	+$13.6M +645.2K shares	$64.5M 3.1M shares
FMR LLC Institution	+$11.9M +561.7K shares	$154.9M 7.3M shares
HG Vora Capital Management, LLC Hedge Fund•Event Driven	+$11.6M +550.0K shares	$32.7M 1.6M shares
Invesco Ltd. ETF Provider	+$11.0M +520.9K shares	$59.8M 2.8M shares
B BROWN BROTHERS HARRIMAN & CO RIA/Wealth	+$9.4M +443.4K shares	$37.0M 1.8M shares

Biggest Sellers

Institution	Net Sold	Current Position
FRANKLIN RESOURCES INC Institution	−$118.2M −5.6M shares	$13.7M 649.7K shares
D DENDUR CAPITAL LP Hedge Fund•Event Driven	−$54.6M −2.0M shares	Sold Off 0 shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$54.2M −2.6M shares	$11.8M 561.3K shares
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	−$21.4M −780.3K shares	Sold Off 0 shares
Davidson Kempner Capital Management LP Hedge Fund•Multi-Strategy	−$19.7M −719.2K shares	Sold Off 0 shares
MORGAN STANLEY RIA/Wealth	−$17.8M −841.9K shares	$31.0M 1.5M shares
WESTFIELD CAPITAL MANAGEMENT CO LP Long Only Manager	−$17.1M −811.2K shares	$43.3M 2.0M shares
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV Insurance Manager	−$16.4M −775.9K shares	$487.0K 23.1K shares
Allspring Global Investments Holdings, LLC Long Only Manager	−$15.1M −531.6K shares	Sold Off 0 shares
A AVIVA PLC Institution	−$12.4M −452.7K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited WSC in Q3 2025

New Positions: 19
New Value: $14.4M
Exited Positions: 64
Exited Value: $202.7M

New Positions

Institution	Position Value
LORD, ABBETT & CO. LLC Long Only Manager	$6.7M 317.8K shares
Live Oak Private Wealth LLC RIA/Wealth	$4.0M 190.6K shares
L Long Focus Capital Management, LLC Hedge Fund•Global Macro	$2.1M 99.6K shares
Vestmark Advisory Solutions, Inc. Fund of Funds	$622.2K 29.5K shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	$335.1K 8.1K shares
E EVERGREEN CAPITAL MANAGEMENT LLC Institution	$270.3K 12.8K shares
P Polymer Capital Management LTD Hedge Fund•Multi-Strategy	$226.1K 10.7K shares
Advisors Asset Management, Inc. ETF Provider	$24.0K 1.1K shares
S Strategic Wealth Partners, Ltd. RIA/Wealth	$12.7K 600.0 shares
S Salomon & Ludwin, LLC Institution	$12.6K 579.0 shares

Exited Positions

Institution	Previous Position
D DENDUR CAPITAL LP Hedge Fund•Event Driven	$54.6M 2.0M shares
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	$21.4M 780.3K shares
Davidson Kempner Capital Management LP Hedge Fund•Multi-Strategy	$19.7M 719.2K shares
Allspring Global Investments Holdings, LLC Long Only Manager	$15.1M 531.6K shares
A AVIVA PLC Institution	$12.4M 452.7K shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	$12.3M 449.2K shares
Maren Capital LLC Long Only Manager	$9.7M 353.4K shares
C Cubist Systematic Strategies, LLC Institution	$8.4M 307.4K shares
Ananym Capital Management, LP Hedge Fund•Activist	$7.5M 272.8K shares
D Dean Capital Investments Management, LLC Institution	$5.3M 194.1K shares

Options Activity

Institutions with the largest Call and Put options positions in WSC as of Q3 2025

Call Positions: 16
Call Value: $39.1M
Put Positions: 12
Put Value: $23.3M

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$10.0M 4.8K contracts
M Man Group plc Institution	$8.1M 3.8K contracts
Walleye Trading LLC RIA/Wealth	$6.0M 2.8K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$3.2M 1.5K contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$3.1M 1.5K contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$2.3M 1.1K contracts
LANDMARK INVESTMENT PARTNERS, L.P. Hedge Fund•Long/Short	$2.1M 1.0K contracts
J JANE STREET GROUP, LLC Institution	$899.3K 426.0 contracts
Caption Management, LLC Hedge Fund•Long/Short	$819.1K 388.0 contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$709.3K 336.0 contracts

Put Positions

Institution	Position Value
Walleye Trading LLC RIA/Wealth	$13.2M 6.2K contracts
Caption Management, LLC Hedge Fund•Long/Short	$3.5M 1.7K contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$2.0M 942.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.5M 723.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$981.6K 465.0 contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$897.2K 425.0 contracts
W WOLVERINE TRADING, LLC Institution	$397.6K 192.0 contracts
D D. E. Shaw & Co., Inc. Institution	$299.8K 142.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$263.9K 125.0 contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$223.8K 106.0 contracts

Most Committed Institutions

Institutions with WSC as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
B BISLETT MANAGEMENT, LLC Hedge Fund•Value	James David Harris Managing Partner	15.36% $21.2M	0.55% 1.0M shares	Q3 2020 Held for 5y 2m	$138.1M
C Coliseum Capital Management, LLC Hedge Fund•Distressed	Adam Cina CFO	6.17% $63.2M	1.64% 3.0M shares	Q2 2024 Held for 1y 5m	$1.0B
T Turtle Creek Asset Management Inc. Institution	-	5.56% $184.3M	4.79% 8.7M shares	Q3 2024 Held for 1y 2m	$3.3B
HG Vora Capital Management, LLC Hedge Fund•Event Driven	Michael Lee CFO	4.43% $32.7M	0.85% 1.6M shares	Q1 2025 Held for 8 months	$738.0M
Broad Bay Capital Management, LP Hedge Fund•Long/Short	Richard Scott Greeder Founder	3.69% $29.8M	0.78% 1.4M shares	Q2 2019 Held for 6y 5m	$808.0M
C Chescapmanager LLC Institution	-	3.02% $18.9M	0.49% 896.3K shares	Q3 2017 Held for 8y 2m	$626.3M
C COOPERMAN LEON G Institution	-	2.66% $85.1M	2.21% 4.0M shares	Q4 2020 Held for 4y 11m	$3.2B
H Highlander Partners, L.P. Institution	-	1.84% $5.3M	0.14% 249.8K shares	Q3 2023 Held for 2y 2m	$286.7M
Van Berkom & Associates Inc. Long Only Manager	Joannes Sebastian Van Berkom CEO	1.83% $64.5M	1.68% 3.1M shares	Q4 2024 Held for 11 months	$3.5B
CRAMER ROSENTHAL MCGLYNN LLC Long Only Manager	Christopher Charles Barnett Managing Partner	1.76% $27.3M	0.71% 1.3M shares	Q4 2024 Held for 11 months	$1.6B

Hedge Fund Spotlight

Discover hedge funds investing in WSC

TWINBEECH CAPITAL LP

Hedge Fund • Quant

Portfolio ManagerJinghua (Nmn) Yan

Portfolio Value: $2.5B
Positions: 536
Last Reported: Q3 2025

Sector Allocation

Position in WillScot Holdings Corporation

Market Value: $209.8K
Shares Held: 9.9K
Portfolio Weight: 0.01%
Owned Since: 2025-Q2

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