
What smart money is saying about WillScot
3 funds in our archive have pitched WillScot — most recently Silver Beech in September 2025.
WillScot Holdings Corporation provides workspace and portable storage solutions in the United States, Canada, and Mexico. It operates in two segments, Modular Solutions and Storage Solutions. Its modular solutions include panelized and stackable offices, single-wide modular space units, section modulars and redi-plex, classrooms, ground level offices, blast-resistant modules, clearspan structures, and other modular space; and portable storage solutions, such as portable and cold storage containers, as well as trailers. The company leases modular space and portable storage units to customers in the construction, commercial and industrial, retail and wholesale trade, energy and natural resources, education, government and institutions, and healthcare markets. The company offers its solutions primarily under the WillScot and Mobile Mini brand names. The company was formerly known as WillScot Mobile Mini Holdings Corp. and changed its name to WillScot Holdings Corporation in July 2024. WillScot Mobile Mini Holdings Corp. is headquartered in Phoenix, Arizona.
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Position history
Between Q4 2024 and Q2 2026, 1 fund letter reported a position in WillScot, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q3 2025 | 0 | 0 | 0 | 2 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Fund activity · 1 position
- June 2026
“The Fund’s holdings in the Industrials sector performed well in the quarter, outpacing the index by a wide margin for the period. We were particularly encouraged by the sharp rebounds in WillScot Holdings and ACV Auctions – as these two positions have struggled over the past year but may be turning the corner.”
WillScot
Fund coverage · 3 theses
- Silver BeechSeptember 2025
WillScot is a compelling investment opportunity, trading significantly below its intrinsic value, with a strong market position and an attractive double-digit free cash flow yield, despite current cyclical headwinds.
Read the full thesis - Turtle CreekSeptember 2025
WillScot Holdings is the leading provider of turnkey space solutions in North America, leveraging market dominance and pricing power to drive growth through acquisitions and expansion.
Read the full thesis - Polen US Small Company GrowthDecember 2024
Willscot Holdings is a leading provider of turnkey space and storage solutions in North America, with a predictable business model forecasted to achieve mid-teens EPS growth over the next five years.
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