SEC 13F Intelligence

Timucuan Asset Management Inc/Fl / WSC

Timucuan Asset Management Inc/Fl’s Willscot Hldgs Corp Position

Does Timucuan Asset Management Inc/Fl own Willscot Hldgs Corp (WSC)? Not currently — the last reported position was 2.64M shares worth $56M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$56M
Q3 2025
Shares
2.64M
% of Portfolio
+1.63%
Quarters Held
6
position exited

Position History WSC

Reported value by quarter
Q2 ’24: $93MQ2 ’24Q3 ’24: $94MQ3 ’24Q4 ’24: $84MQ4 ’24Q1 ’25: $71MQ1 ’25Q2 ’25: $71MQ2 ’25Q3 ’25: $56MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20252.64M$56M+1.63%
Q2 20252.57M$71M+2.06%
Q1 20252.56M$71M+2.21%
Q4 20242.52M$84M+2.58%
Q3 20242.50M$94M+2.85%
Q2 20242.46M$93M+3.19%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Timucuan Asset Management Inc/Fl’s full portfolio or all institutional holders of WSC.