SEC 13F Intelligence

No Street GP LP / WSC

No Street GP LP’s Willscot Hldgs Corp Position

Does No Street GP LP own Willscot Hldgs Corp (WSC)? Not currently — the last reported position was 600.0K shares worth $27M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$27M
Q4 2023
Shares
600.0K
% of Portfolio
+2.67%
Quarters Held
9
position exited

Position History WSC

Reported value by quarter
Q4 ’21: $21MQ4 ’21Q1 ’22: $26MQ2 ’22: $33MQ2 ’22Q3 ’22: $39MQ4 ’22: $43MQ4 ’22Q1 ’23: $35MQ2 ’23: $32MQ2 ’23Q3 ’23: $17MQ4 ’23: $27MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2023600.0K$27M+2.67%
Q3 2023412.5K$17M+2.05%
Q2 2023675.0K$32M+3.17%
Q1 2023750.0K$35M+4.49%
Q4 2022960.0K$43M+5.71%
Q3 2022960.0K$39M+6.08%
Q2 20221.01M$33M+5.22%
Q1 2022665.0K$26M+3.52%
Q4 2021516.4K$21M+3.40%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See No Street GP LP’s full portfolio or all institutional holders of WSC.