What smart money is saying about WillScot Holdings
3 funds in our archive have pitched WillScot Holdings, most recently Turtle Creek 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.
Get an email when a fund buys, sells or pitches it
Position history
Between Q4 2024 and Q3 2026, 4 fund letters reported a position in WillScot Holdings, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 1 | 0 |
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q3 2025 | 1 | 0 | 0 | 2 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 4 positions · 1 move
- September 2026
“Industrials proved a detractor, as our overweight to the benchmark’s weakest sector and stock-specific headwinds weighed on several holdings. WillScot, a provider of modular space and portable storage solutions, declined as margins compressed, capital spending rose and local construction demand stayed soft.”
WillScot Holdings - September 2026
“WillScot Holdings | -1.58 pp (Industrials, Special Situation) WillScot was the largest detractor given investor concerns about the pace of recovery in demand for modular space and portable storage, together with the company’s ability to convert operating improvements into stronger cash flow.”
WillScot Holdings - 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 Holdings - HoldsSilver BeechSeptember 2025
“Portfolio Update: this quarter, we provide an update on our current investment in WillScot and our recently realized investment in Dentalcorp.”
WillScot Holdings
Fund coverage · 3 theses
- 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 - 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 - 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.
Read the full thesis
Read every full thesis on WillScot Holdings
Read all 3 theses in full, with each fund's reasoning, and get unlimited access to the archive.
View plans→