Bayberry Capital Partners LP WCC — WESCO INTL INC

Ownership history in Bayberry Capital Partners LP  ·  9 quarters on record

AI Ownership Summary

Bayberry Capital Partners LP reported WESCO INTL INC (WCC) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 8.61% in 2025 Q2. The latest visible filing shows WCC at 5.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WCC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bayberry Capital Partners LP's position in WESCO INTL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WCC was reported at 5.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.61% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WCC stock page Bayberry Capital Partners LP fund profile Bayberry Capital Partners LP full holdings
How Bayberry Capital Partners LP held WCC — position size vs. price
% of Fund (quarterly)    WCC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 62,200 -25,900 -29.4% 5.27% $17.0M 2026-05-15 $358.72
2025 Q4 REDUCED 34.3% +12.1% ❌ 88,100 -46,000 -34.3% 6.83% $21.6M 2026-02-17 $300.34
2025 Q3 REDUCED 7.4% +19.3% ❌ 134,100 -10,700 -7.4% 6.75% $28.4M 2025-11-14 $255.83
2025 Q2 REDUCED — — — 144,800 -1,200 -0.8% 8.61% $26.8M 2025-08-14 $209.62
2025 Q1 ADDED — — — 146,000 +46,000 +46.0% 6.25% $22.7M 2025-05-15 $169.84
2024 Q4 ADDED — — — 100,000 +57,500 +135.3% 6.89% $18.1M 2025-02-14 $194.68
2024 Q3 REDUCED 71.8% +6.7% ❌ 42,500 -108,200 -71.8% 2.41% $7.1M 2024-11-14 $205.15
2024 Q2 ADDED — — — 150,700 +42,700 +39.5% 4.79% $23.9M 2024-08-14 $153.60
2024 Q1 INITIATED — — — 108,000 — — 3.45% $18.5M 2024-05-15 $182.94

🏢 Other funds also holding WCC

As of 2026 Q1 — sorted by position size

Sea Cliff Partners Management, LP 12.18% BAUPOST GROUP LLC/MA 3Y 7Y 7.69% NEW SOUTH CAPITAL MANAGEMENT INC 3Y 7Y 7.3% Black Cypress Capital Management, LLC 7.3% Kailix Advisors LLC 6.13% FACT Capital, LP 3Y 5.37% Generali Powszechne Towarzystwo Emerytalne 4.0% Carnegie Lake Advisors LLC 2.64% LYRICAL ASSET MANAGEMENT LP 3Y 7Y 2.54% Private Harbour Investment Management & Counsel, LLC 3Y 7Y 2.26%

FAQ About Bayberry Capital Partners LP and WCC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bayberry Capital Partners LP reported owning WCC?

Bayberry Capital Partners LP reported WCC across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported WCC position in Bayberry Capital Partners LP's portfolio?

The largest reported portfolio weight for WCC was 8.61% in 2025 Q2.

What is the latest reported WCC position on this page?

The most recent filing on this page is 2026 Q1, when Bayberry Capital Partners LP reported 62,200 shares, equal to 5.27% of portfolio, with an estimated market value of $17.0M.

What does the chart on this WCC ownership page compare?

The chart compares Bayberry Capital Partners LP's quarterly WCC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bayberry Capital Partners LP time their WCC position?

Based on 13F filing dates vs. subsequent WCC price moves, Bayberry Capital Partners LP correctly timed 3 out of 8 reported position changes (38%). The annualised alpha on WCC relative to SPY over the holding period was +17.1%.

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