Which funds own WSC
Willscot HLDGS Corp in the Q2 2026 filings. At least 2 of the 91 current managers on file reported a position, worth $122m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.
- Managers holding
- 2
- at least, of 91 current
- Combined value
- $122m
- as reported
- Opened
- 1
- new this quarter
- Added to
- 0
- already held
- Trimmed or sold out
- 2
- 1 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Baillie Gifford & Co Long-only · $110bn book | $121m | 0.1% | 4,184,552 | +$43m-307,632 | Trimmed |
| Polen Capital Management LLC Long-only · $11.6bn book | $1.0m | 0.0% | 34,229 | opened34,229 | New |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Capital World Investors · Long-only$26m held before
Ownership through time
At least 7 of the 95 managers whose filings are on file listed WSC in Q2 2026, against 1 in Q2 2020. 1 manager more than in Q1 2026: 2 started positions; 2 listed it again; 3 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q2 2020: 1
- Q3 2020: 9
- Q4 2020: 4
- Q1 2021: 6
- Q2 2021: 8
- Q3 2021: 9
- Q4 2021: 8
- Q1 2022: 10
- Q2 2022: 11
- Q3 2022: 14
- Q4 2022: 13
- Q1 2023: 16
- Q2 2023: 19
- Q3 2023: 12
- Q4 2023: 14
- Q1 2024: 13
- Q2 2024: 8
- Q3 2024: 8
- Q4 2024: 12
- Q1 2025: 8
- Q2 2025: 10
- Q3 2025: 8
- Q4 2025: 5
- Q1 2026: 6
- Q2 2026: 7
- Q2 2020: $8.6m
- Q3 2020: $177m
- Q4 2020: $145m
- Q1 2021: $186m
- Q2 2021: $268m
- Q3 2021: $244m
- Q4 2021: $1.0bn
- Q1 2022: $1.0bn
- Q2 2022: $1.2bn
- Q3 2022: $1.6bn
- Q4 2022: $1.8bn
- Q1 2023: $1.9bn
- Q2 2023: $2.1bn
- Q3 2023: $1.5bn
- Q4 2023: $1.5bn
- Q1 2024: $1.7bn
- Q2 2024: $705m
- Q3 2024: $840m
- Q4 2024: $573m
- Q1 2025: $381m
- Q2 2025: $357m
- Q3 2025: $213m
- Q4 2025: $221m
- Q1 2026: $202m
- Q2 2026: $1.0bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- Schonfeld Strategic Advisors LLCnew: 471,199 shares+$14m
- Polen Capital Management LLCnew: 34,229 shares+$988k
Largest decreases, by shares
- Bridgewater Associates LP658,986 to 302,466 shares-$10m
- AllianceBernstein LP5,442,242 to 4,930,293 shares-$8.9m
- Baillie Gifford & Co4,492,184 to 4,184,552 shares-$8.9m
Left it
No manager on file is shown leaving it.
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Fidelity (FMR LLC) | Q4 2021 | $891m | $784m | |
| Baillie Gifford & Co | Q1 2025 | $145m | $121m | |
| AllianceBernstein LP | Q4 2021 | $127m | $86m | |
| Walleye Capital LLC | Q3 2021 | $20m | $20m | |
| Schonfeld Strategic Advisors LLC | Q3 2023 | $30m | $14m | |
| Bridgewater Associates LP | Q2 2024 | $17m | $8.7m | |
| Polen Capital Management LLC | Q4 2024 | $4.2m | $988k | |
| T. Rowe Price Associates Inc | Q3 2022 | $543m | last listed Q4 2024 | |
| Wellington Management Group LLP | Q2 2022 | $374m | last listed Q4 2022 | |
| Invesco Ltd | Q2 2022 | $249m | last listed Q2 2023 | |
| Citadel Advisors LLC | Q3 2023 | $198m | last listed Q3 2023 | |
| Capital World Investors | Q3 2020 | $184m | last listed Q4 2025 | |
| Capital Research Global Investors | Q4 2023 | $182m | last listed Q1 2024 | |
| Millennium Management LLC | Q2 2023 | $98m | last listed Q4 2023 | |
| Baupost Group LLC | Q2 2024 | $93m | last listed Q2 2024 | |
| Two Sigma Investments LP | Q1 2021 | $72m | last listed Q3 2023 | |
| Two Sigma Advisers LP | Q3 2020 | $64m | last listed Q1 2024 |
What WSC is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around WSC →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
One email a week on what moved in the market and what it means for the people interviewing into it, with the 13F changes the quarter they are filed.
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