WSC
WillScot Holdings Corporation · Industrials · Rental & Leasing Services
Señales de momentum (gestores comparables):
amplitud de titulares -11.8% ·
flujo de acciones -21.7% ·
nuevas posiciones netas -13.3%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 111 | +4 | 138.48M | $3.94B | +12 | −7 |
| Q1 2026 | 109 | -5 | 140.41M | $2.44B | +4 | −10 |
| Q4 2025 | 114 | +2 | 150.39M | $2.83B | +4 | −1 |
| Q3 2025 | 20 | -1 | 88.86M | $1.88B | +1 | −3 |
| Q2 2025 | 19 | +1 | 74.14M | $2.03B | +2 | −1 |
| Q1 2025 | 15 | 0 | 27.74M | $771.17M | +2 | −2 |
| Q4 2024 | 15 | -2 | 23.78M | $795.61M | — | −2 |
| Q3 2024 | 16 | +1 | 27.07M | $1.02B | +2 | −1 |
| Q2 2024 | 15 | — | 25.59M | $963.31M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 6.42M | -53.6% | $214.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | T. Rowe Price ✦ | 6.42M | -53.6% | $214.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (pasivo) | 3.30M | — | $110.45M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 3.08M | -1.8% | $102.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Geode Capital Management ✦ (pasivo) | 3.08M | -1.8% | $102.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Norges Bank ✦ (pasivo) | 2.92M | -3.5% | $97.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Capital World Investors ✦ | 1.50M | -54.4% | $50.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Fisher Asset Management ✦ | 1.26M | +21.0% | $42.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | D. E. Shaw & Co. ✦ | 1.23M | +1246.2% | $41.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | D. E. Shaw & Co. ✦ | 1.23M | +1246.2% | $41.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Point72 Asset Management ✦ | 952.47K | +72.4% | $31.86M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 919.21K | +395.4% | $30.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 919.21K | +395.4% | $30.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | PRIMECAP Management ✦ | 873.50K | -0.6% | $29.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Millennium Management ✦ | 807.76K | +498.2% | $27.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Wellington Management ✦ | 404.79K | -38.0% | $13.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Marshall Wace ✦ | 86.00K | +924.8% | $2.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Marshall Wace ✦ | 86.00K | +924.8% | $2.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Gotham Asset Management ✦ | 21.37K | -3.1% | $714,760 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 7.10K | -54.7% | $236,330 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 7.10K | -54.7% | $236,330 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 7.10K | -54.7% | $236,330 | 0.0% | ▼ Trim | 3 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Adage Capital Partners | $5.88M | era 0.0% |
| Bridgewater Associates | $1.83M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 332 tenedores, 206.41M acciones, $3.38B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.