SEC 13F Intelligence

Dendur Capital LP / WSC

Dendur Capital LP’s Willscot Hldgs Corp Position

Does Dendur Capital LP own Willscot Hldgs Corp (WSC)? Not currently — the last reported position was 1.99M shares worth $55M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$55M
Q2 2025
Shares
1.99M
% of Portfolio
+4.91%
Quarters Held
20
position exited

Position History WSC

Reported value by quarter
Q3 ’20: $38MQ3 ’20Q4 ’20: $53MQ1 ’21: $56MQ2 ’21: $56MQ2 ’21Q3 ’21: $66MQ4 ’21: $64MQ1 ’22: $54MQ1 ’22Q2 ’22: $45MQ3 ’22: $45MQ4 ’22: $50MQ4 ’22Q1 ’23: $54MQ2 ’23: $61MQ3 ’23: $74MQ3 ’23Q4 ’23: $88MQ1 ’24: $52MQ2 ’24: $42MQ2 ’24Q3 ’24: $30MQ4 ’24: $64MQ1 ’25: $54MQ1 ’25Q2 ’25: $55Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 20251.99M$55M+4.91%
Q1 20251.94M$54M+6.31%
Q4 20241.92M$64M+6.63%
Q3 2024793.0K$30M+4.06%
Q2 20241.12M$42M+7.26%
Q1 20241.12M$52M+7.06%
Q4 20231.99M$88M+12.23%
Q3 20231.79M$74M+9.45%
Q2 20231.28M$61M+9.82%
Q1 20231.15M$54M+9.32%
Q4 20221.12M$50M+9.00%
Q3 20221.12M$45M+9.00%
Q2 20221.37M$45M+9.28%
Q1 20221.37M$54M+9.22%
Q4 20211.57M$64M+9.12%
Q3 20212.07M$66M+9.85%
Q2 20212.02M$56M+9.38%
Q1 20212.01M$56M+11.09%
Q4 20202.29M$53M+12.60%
Q3 20202.29M$38M+13.00%

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