WSC
WillScot Holdings Corporation · Industrials · Rental & Leasing Services
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +16.6% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| 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 | State Street Global Advisors ✦ (pasivo) | 5.94M | +79.9% | $165.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Baillie Gifford ✦ | 5.23M | Nuevo | $145.39M | 0.1% | New | 1 | SEC ↗ |
| 3 | Baillie Gifford ✦ | 5.23M | Nuevo | $145.39M | 0.1% | New | 1 | SEC ↗ |
| 4 | Baillie Gifford ✦ | 5.23M | Nuevo | $145.39M | 0.1% | New | 1 | SEC ↗ |
| 5 | Baillie Gifford ✦ | 5.23M | Nuevo | $145.39M | 0.1% | New | 1 | SEC ↗ |
| 6 | Geode Capital Management ✦ (pasivo) | 3.21M | +4.2% | $89.17M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Geode Capital Management ✦ (pasivo) | 3.21M | +4.2% | $89.17M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | T. Rowe Price ✦ | 3.05M | -52.5% | $84.79M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | T. Rowe Price ✦ | 3.05M | -52.5% | $84.79M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Norges Bank ✦ (pasivo) | 3.00M | +2.7% | $83.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Capital World Investors ✦ | 1.50M | 0.0% | $41.70M | 0.0% | Held | 4 | SEC ↗ |
| 12 | Fisher Asset Management ✦ | 1.48M | +17.1% | $41.11M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | PRIMECAP Management ✦ | 1.02M | +16.4% | $28.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | D. E. Shaw & Co. ✦ | 971.04K | -21.0% | $26.99M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Millennium Management ✦ | 759.07K | -6.0% | $21.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 669.02K | -27.2% | $18.60M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Bridgewater Associates ✦ | 455.28K | Nuevo | $12.66M | 0.1% | New | 1 | SEC ↗ |
| 18 | Wellington Management ✦ | 403.46K | -0.3% | $11.22M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Gotham Asset Management ✦ | 52.09K | +143.8% | $1.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Marshall Wace ✦ | 8.09K | -90.6% | $224,902 | 0.0% | ▼ Trim | 4 | 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
| Baillie Gifford | $145.39M | 0.1% |
| Baillie Gifford | $145.39M | 0.1% |
| Baillie Gifford | $145.39M | 0.1% |
| Baillie Gifford | $145.39M | 0.1% |
| Bridgewater Associates | $12.66M | 0.1% |
Posición cerrada
| Point72 Asset Management | $31.86M | era 0.1% |
| AQR Capital Management | $236,330 | 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.