undamentalytics Newsletter

Willscot Holdings Corp: which funds bought and sold

Institutions that bought and sold Willscot Holdings shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 191 institutions that filed 13F reports for both quarters added to or opened positions in Willscot Holdings, and 176 cut or closed them. Together they sold a net 9.5M shares, −4.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 3.8M shares (−4.1%); index fund managers were net sellers of 332K shares (−0.6%). 77 opened a new position and 46 sold out entirely.

Bought, Q2 2026 191 institutions, 77 of them new holders Sold, Q2 2026 176 institutions, 46 of them sold out
Net change, all compared −9.5M shares (−4.3%)
Net change, active managers −3.8M shares (−4.1%), 30 bought, 34 sold

Buyers versus sellers

institutions compared, 407
Active managers and hedge funds 30 bought · 34 sold · −3.8M
Index fund managers 5 bought · 5 sold · −332K
Other institutions 156 bought · 137 sold · −5.4M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Fuller & Thaler Asset Management, Inc. +2.9M New position 2.9M $83.3M
Franklin Resources Inc Active manager +2.7M +1668.0% 2.8M $81.4M
Cartenna Capital, LP +1.8M New position 1.8M $51.9M
Lord, Abbett & Co. LLC +1.6M +349.5% 2.0M $57.9M
Alyeska Investment Group, L.P. Hedge fund +1.5M +95.5% 3.1M $88.1M
Price T Rowe Associates Inc Active manager +1.2M +595.8% 1.4M $40.8M
Cramer Rosenthal Mcglynn LLC +668K +39.1% 2.4M $68.6M
Clearbridge Investments, LLC Active manager +558K +13.8% 4.6M $133M
Schonfeld Strategic Advisors LLC Hedge fund +471K New position 471K $13.6M
Empire Life Investments Inc. +402K New position 402K $11.6M
Ameriprise Financial Inc +357K +44.5% 1.2M $33.4M
UBS Group AG +350K +16.1% 2.5M $72.9M
Walleye Capital LLC Hedge fund +350K +99.9% 700K $20.2M
Ranger Investment Management, L.P. Active manager +348K +71.7% 834K $24.1M
Brightline Capital Management, LLC +342K New position 342K $9.9M
Picton Mahoney Asset Management +338K New position 338K $9.8M
Castleark Management LLC +326K New position 326K $9.4M
Goldman Sachs Group Inc +209K +24.9% 1.0M $30.3M
Boothbay Fund Management, LLC Hedge fund +183K +1553.6% 194K $5.6M
Strs Ohio +178K +4173.2% 182K $5.2M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Turtle Creek Asset Management Inc. −3.4M −43.8% 4.4M $128M
Van Berkom & Associates Inc. −3.3M −57.5% 2.5M $70.7M
Royal London Asset Management Ltd −2.5M Sold out 0 —
Coliseum Capital Management, LLC Hedge fund −1.9M −30.0% 4.4M $126M
Jpmorgan Chase & Co −1.8M −17.4% 8.4M $241M
Capital World Investors Active manager −1.5M Sold out 0 —
William Blair Investment Management, LLC Active manager −1.5M Sold out 0 —
Broad Bay Capital Management, LP −1.3M Sold out 0 —
T. Rowe Price Investment Management, Inc. Active manager −1.2M −17.7% 5.6M $162M
Adage Capital Partners Gp, L.L.C. Hedge fund −999K Sold out 0 —
Citadel Advisors LLC Hedge fund −905K Sold out 0 —
Riverbridge Partners LLC Active manager −669K Sold out 0 —
Alliancebernstein L.P. Active manager −512K −9.4% 4.9M $85.6M
Barrow Hanley Mewhinney & Strauss LLC Active manager −443K −15.8% 2.4M $68.2M
Jane Street Group, LLC −441K −97.7% 11K $305,252
First Trust Advisors LP −397K −73.8% 141K $4.1M
Balyasny Asset Management L.P. Hedge fund −357K −56.9% 270K $7.8M
Bridgewater Associates, LP Hedge fund −357K −54.1% 302K $8.7M
Morgan Stanley −329K −16.2% 1.7M $49M
Blackrock, Inc. Index funds −327K −1.5% 21.1M $610M

New positions

largest by value

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Royal London Asset Management Ltd 2.5M $42.8M
Capital World InvestorsActive manager 1.5M $26M
William Blair Investment Management, LLCActive manager 1.5M $25.9M
Broad Bay Capital Management, LP 1.3M $23.3M
Adage Capital Partners Gp, L.L.C.Hedge fund 999K $17.3M
Citadel Advisors LLCHedge fund 905K $15.7M
Riverbridge Partners LLCActive manager 669K $11.6M
Caisse De Depot Et Placement Du Quebec 239K $4.1M
Central Securities Corp 225K $3.9M
HRT Financial LP 163K $2.8M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
367
Ten largest holders
46.5%
of 13F-reported shares
Index fund managers
24.5%
of 13F-reported shares
Active managers and hedge funds
41.6%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 30 34 12 11 −3.8M −4.1%
Index fund managers 5 5 0 0 −332K −0.6%
Other institutions 156 137 65 35 −5.4M −7.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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