Turtle Creek Asset Management Made WillScot Holdings Corporation (WSC) One of Its Top-Five Holdings. Here’s Why

2 days ago 2

Soumya Eswaran

Thu, November 13, 2025 astatine 8:32 AM CST 3 min read

Turtle Creek Asset Management, an concern absorption company, has released its third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The steadfast believes that the portfolio offered a compelling accidental successful a highly valued marketplace environment. The nett plus worth of the Turtle Creek Equity Fund accrued by 0.4% successful the 3rd quarter, lagging down the S&P MidCap 400 index’s 7.7% summation and the S&P/TSX Completion index’s 16.3% gain. Turtle Creek Synthetic PE Fund accrued 1.4%, Turtle Creek United States Equity Fund decreased 1.0% and Turtle Creek Canadian Equity Fund accrued 7.8% during the aforesaid period. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Turtle Creek Asset Management highlighted stocks specified arsenic WillScot Holdings Corporation (NASDAQ:WSC). WillScot Mobile Mini Holdings Corp. changed its sanction to WillScot Holdings Corporation (NASDAQ:WSC) successful July 2024. WillScot Holdings Corporation (NASDAQ:WSC) is simply a institution that offers workspace and portable retention solutions. The one-month instrumentality of WillScot Holdings Corporation (NASDAQ:WSC) was -17.69%, and its shares mislaid 48.00% of their worth implicit the past 52 weeks. On November 12, 2025, WillScot Holdings Corporation (NASDAQ:WSC) banal closed astatine $18.19 per share, with a marketplace capitalization of $3.31 billion.

Turtle Creek Asset Management stated the pursuing regarding WillScot Holdings Corporation (NASDAQ:WSC) successful its 3rd 4th 2025 capitalist letter:

"WillScot Holdings Corporation (NASDAQ:WSC) is the ascendant supplier of turnkey abstraction solutions successful North America: modular offices, impermanent classrooms, portable retention containers, etc. WillScot has consolidated what was erstwhile a fragmented industry, improving competitory behaviour and creating standard advantages that construe into pricing power. Management is focused connected optimizing to thrust much worth retired of their scale. WillScot is by acold the stock person and sets pricing astatine a premium to competitors owed to their work advantage. While it is simply a mature industry, we deliberation WillScot volition proceed to turn done bolt-on acquisitions arsenic good arsenic expanding into adjacent offerings. We added the institution to the portfolio past year. Since then, the stock terms has declined and we person added to our presumption making it a apical 5 holding successful the portfolio."

Is WillScot Holdings Corporation (WSC) The Mid-Cap Stock Insiders Are Buying Recently?

WillScot Holdings Corporation (NASDAQ:WSC) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 49 hedge money portfolios held WillScot Holdings Corporation (NASDAQ:WSC) astatine the extremity of the 2nd quarter, up from 46 successful the erstwhile quarter. In the 3rd 4th of 2025, WillScot Holdings Corporation (NASDAQ: WSC) reported gross of $567 million, which is simply a alteration of $34 cardinal compared to the erstwhile year. While we admit the imaginable of WillScot Holdings Corporation (NASDAQ:WSC) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.