SEC 13F Intelligence

Cobalt Capital Management, Inc. / WSC

Cobalt Capital Management, Inc.’s Willscot Hldgs Corp Position

Does Cobalt Capital Management, Inc. own Willscot Hldgs Corp (WSC)? Not currently — the last reported position was 120.0K shares worth $3M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q2 2025
Shares
120.0K
% of Portfolio
+1.54%
Quarters Held
4
position exited

Position History WSC

Reported value by quarter
Q1 ’22: $1MQ1 ’22Q2 ’22: $4MQ2 ’22Q3 ’22: $2MQ3 ’22Q2 ’25: $3MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025120.0K$3M+1.54%
Q3 202250.0K$2M+0.82%
Q2 2022120.0K$4M+1.30%
Q1 202230.0K$1M+0.35%

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