THIRD AVENUE MANAGEMENT LLC WCC — Wesco International

Ownership history in THIRD AVENUE MANAGEMENT LLC  ·  7 quarters on record

AI Ownership Summary

THIRD AVENUE MANAGEMENT LLC reported Wesco International (WCC) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.9% in 2025 Q4. The latest visible filing shows WCC at 0.90% 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 THIRD AVENUE MANAGEMENT LLC's position in Wesco International, 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

WCC was reported at 0.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.9% in 2025 Q4

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

Time in book
Holding Window
2024 Q2 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.

WCC stock page THIRD AVENUE MANAGEMENT LLC fund profile THIRD AVENUE MANAGEMENT LLC full holdings
How THIRD AVENUE MANAGEMENT LLC 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 20,295 +202 +1.0% 0.90% $5.0M 2026-02-14 (Est.) $306.50
2025 Q3 UNCHANGED — — — 20,093 — 0% 0.80% $4.3M 2025-11-14 $255.83
2025 Q2 ADDED — — — 20,093 +5,271 +35.6% 0.77% $3.7M 2025-08-13 $214.21
2025 Q1 ADDED — — — 14,822 +83 +0.6% 0.46% $2.3M 2025-05-14 $172.36
2024 Q4 UNCHANGED — — — 14,739 — 0% 0.52% $2.7M 2025-02-13 $191.54
2024 Q3 ADDED — — — 14,739 +10,003 +211.2% 0.40% $2.5M 2024-11-14 $205.15
2024 Q2 INITIATED — — — 4,736 — — 0.13% $751K 2024-08-13 $153.87

🏢 Other funds also holding WCC

As of 2026 Q1 — sorted by position size

Kailix Advisors LLC 6.13% Generali Powszechne Towarzystwo Emerytalne 4.0% Carnegie Lake Advisors LLC 2.64% Private Harbour Investment Management & Counsel, LLC 3Y 7Y 2.26% Regency Capital Management Inc.\DE 3Y 1.86% GUYASUTA INVESTMENT ADVISORS INC 3Y 7Y 1.76% TRAN CAPITAL MANAGEMENT, L.P. 3Y 7Y 1.66% FARMERS & MERCHANTS INVESTMENTS INC 3Y 7Y 1.33% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 1.24% VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 3Y 7Y 1.11%

FAQ About THIRD AVENUE MANAGEMENT LLC and WCC

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

How long has THIRD AVENUE MANAGEMENT LLC reported owning WCC?

THIRD AVENUE MANAGEMENT LLC reported WCC across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported WCC position in THIRD AVENUE MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for WCC was 0.90% in 2025 Q4.

What is the latest reported WCC position on this page?

The most recent filing on this page is 2025 Q4, when THIRD AVENUE MANAGEMENT LLC reported 20,295 shares, equal to 0.90% of portfolio, with an estimated market value of $5.0M.

What does the chart on this WCC ownership page compare?

The chart compares THIRD AVENUE MANAGEMENT LLC'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 THIRD AVENUE MANAGEMENT LLC time their WCC position?

Based on 13F filing dates vs. subsequent WCC price moves, THIRD AVENUE MANAGEMENT LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on WCC relative to SPY over the holding period was +34.1%.

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