§ CONSTRUCTION
USD · ConstructionWSC
WILLSCOT HOLDINGS CORP
USDSector · ConstructionBeta · 1.17
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
212 increased/new, 132 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/B | 4.00 | EPS (TTM) | -0.30 |
| Dividend | 1.28% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Fidelity Management | 27.1M | 0.0% | +9% |
| BlackRock, Inc. | 21.5M | 0.0% | +1% |
| JPMORGAN CHASE & CO | 10.1M | n/a | n/a |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 9.3M | n/a | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 7.9M | n/a | n/a |
| TURTLE CREEK ASSET MANAGEMENT INC. | 7.9M | n/a | +27% |
◇ AC INTELLIGENCE
Top institutional owners for WSC as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER57.7% · 228 holders
QUALITY / COMPOUNDER33.0% · 25 holders
PASSIVE / INDEX16.0% · 9 holders
DEALER / BANK14.8% · 35 holders
INCOME / DEFENSIVE3.7% · 25 holders
GROWTH / MOMENTUM2.5% · 1 holder
DEEP VALUE1.7% · 2 holders
TACTICAL / MACRO1.4% · 4 holders
SYSTEMATIC / QUANT0.2% · 5 holders
ACTIVIST0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for WSC in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention WSC yet.