Jeremy Grantham's WSC Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 319,627 shares of WillScot Holdings Corporation (WSC) worth $6.02 M, representing 0.02% of the portfolio. First purchased in 2024-Q4, this short-term holding has been held for 5 quarters.
Based on 13F filings, Jeremy Grantham has maintained this position in WSC for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2025, adding 389,425 shares. Largest reduction occurred in Q3 2025, reducing 194,905 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's WillScot Holdings Corporation (WSC) Holding Value Over Time
Track share changes against reported price movement
Quarterly WillScot Holdings Corporation (WSC) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -111,702 | Reduce 25.90% | 319,627 | $18.83 |
| Q3 2025 | -194,905 | Reduce 31.12% | 431,329 | $21.11 |
| Q2 2025 | +182,670 | Add 41.18% | 626,234 | $27.40 |
| Q1 2025 | +389,425 | Add 719.31% | 443,564 | $27.80 |
| Q4 2024 | +54,139 | New Buy | 54,139 | $33.45 |
Jeremy Grantham's WillScot Holdings Corporation Investment FAQs
Jeremy Grantham first purchased WillScot Holdings Corporation (WSC) in Q4 2024, acquiring 54,139 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held WillScot Holdings Corporation (WSC) for 5 quarters since Q4 2024.
Jeremy Grantham's largest addition to WillScot Holdings Corporation (WSC) was in Q1 2025, adding 443,564 shares worth $12.33 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 319,627 shares of WillScot Holdings Corporation (WSC), valued at approximately $6.02 M.
As of the Q4 2025 filing, WillScot Holdings Corporation (WSC) represents approximately 0.02% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in WillScot Holdings Corporation (WSC) was 626,234 shares, as reported at the end of Q2 2025.