BISLETT MANAGEMENT, LLC WSC — WILLSCOT MOBIL MINI HLDNG CORP

Ownership history in BISLETT MANAGEMENT, LLC  ·  22 quarters on record

AI Ownership Summary

BISLETT MANAGEMENT, LLC reported WILLSCOT MOBIL MINI HLDNG CORP (WSC) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 33.45% in 2023 Q4. The latest visible filing shows WSC at 14.35% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WSC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BISLETT MANAGEMENT, LLC's position in WILLSCOT MOBIL MINI HLDNG CORP, 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
2025 Q4

WSC was reported at 14.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
33.45% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

WSC stock page BISLETT MANAGEMENT, LLC fund profile BISLETT MANAGEMENT, LLC full holdings
How BISLETT MANAGEMENT, LLC held WSC — position size vs. price
% of Fund (quarterly)    WSC 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)
2025 Q4 UNCHANGED — — — 1,005,000 — 0% 14.35% $18.9M 2026-02-14 (Est.) $21.55
2025 Q3 UNCHANGED — — — 1,005,000 — 0% 15.36% $21.2M 2025-11-13 $17.13
2025 Q2 REDUCED — — — 1,005,000 -20,000 -2.0% 18.84% $27.5M 2025-08-11 $23.72
2025 Q1 REDUCED 7.7% -1.2% ✅ 1,025,000 -85,000 -7.7% 20.17% $28.5M 2025-05-14 $29.60
2024 Q4 REDUCED 5.1% -16.7% ✅ 1,110,000 -60,000 -5.1% 26.27% $37.1M 2025-02-12 $36.31
2024 Q3 ADDED — — — 1,170,000 +35,000 +3.1% 29.45% $44.0M 2024-10-30 $38.31
2024 Q2 ADDED — — — 1,135,000 +10,000 +0.9% 30.73% $42.7M 2024-08-13 $34.31
2024 Q1 REDUCED — — — 1,125,000 -50,000 -4.3% 32.77% $52.3M 2024-05-15 $39.42
2023 Q4 ADDED — — — 1,175,000 +75,000 +6.8% 33.45% $52.3M 2024-01-24 $42.17
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WSC

As of 2026 Q1 — sorted by position size

DIVERSIFIED MANAGEMENT INC 3.57% BERNZOTT CAPITAL ADVISORS 3Y 7Y 1.36% Carnegie Lake Advisors LLC 0.86% K.J. Harrison & Partners Inc 3Y 7Y 0.74% Redmond Asset Management, LLC 3Y 7Y 0.63% River Road Asset Management, LLC 3Y 7Y 0.58% Copeland Capital Management, LLC 3Y 7Y 0.53% Douglas Lane & Associates, LLC 3Y 7Y 0.43% Skylands Capital, LLC 3Y 7Y 0.4% Marathon Asset Management Ltd 3Y 0.29%

FAQ About BISLETT MANAGEMENT, LLC and WSC

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

How long has BISLETT MANAGEMENT, LLC reported owning WSC?

BISLETT MANAGEMENT, LLC reported WSC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WSC position in BISLETT MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for WSC was 33.45% in 2023 Q4.

What is the latest reported WSC position on this page?

The most recent filing on this page is 2025 Q4, when BISLETT MANAGEMENT, LLC reported 1,005,000 shares, equal to 14.35% of portfolio, with an estimated market value of $18.9M.

What does the chart on this WSC ownership page compare?

The chart compares BISLETT MANAGEMENT, LLC's quarterly WSC 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 BISLETT MANAGEMENT, LLC time their WSC position?

Based on 13F filing dates vs. subsequent WSC price moves, BISLETT MANAGEMENT, LLC correctly timed 9 out of 13 reported position changes (69%). The annualised alpha on WSC relative to SPY over the holding period was -12.3%.

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