Coliseum Capital Management, LLC: WILLSCOT HLDGS CORP (WSC): Quarterly 13F Position History
As of Q1 2026, Coliseum Capital Management, LLC reported 6,219,477 shares of WILLSCOT HLDGS CORP (WSC), worth $108.0M and representing 8.9% of its 13F equity book. Quarter-over-quarter share count change: + 1,107,875 (+21.7%) . The position first appeared in Q2 2024 and has been disclosed across 8 13F-HR filings in Pactolio's tracked window.
- 6,219,477Shares Held (Latest Filing)
- $108.0MReported Market Value (Latest Filing)
- 8.9%Portfolio Weight (% of 13F Equity Book)
- +1,107,875Quarter-over-Quarter Share Change
- +$11.7MQuarter-over-Quarter Value Change
- 6,219,477Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 8 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 6,219,477 | +1,107,875 | +21.7% | $108.0M | 8.9% | $17.4 |
| Q4 2025 | 5,111,602 | +2,117,247 | +70.7% | $96.3M | 7.9% | $18.8 |
| Q3 2025 | 2,994,355 | +1,972,921 | +193.2% | $63.2M | 6.2% | $21.1 |
| Q2 2025 | 1,021,434 | 606,118 | -37.2% | $28.0M | 2.0% | $27.4 |
| Q1 2025 | 1,627,552 | 396,548 | -19.6% | $45.2M | 3.8% | $27.8 |
| Q4 2024 | 2,024,100 | +646,232 | +46.9% | $67.7M | 5.6% | $33.5 |
| Q3 2024 | 1,377,868 | +884,243 | +179.1% | $51.8M | 5.0% | $37.6 |
| Q2 2024 | 493,625 | — | — | $18.6M | 1.7% | $37.6 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Coliseum Capital Management, LLC first disclose a WSC position in 13F-HR filings?
Coliseum Capital Management, LLC first reported WILLSCOT HLDGS CORP (WSC) on its 13F-HR filing for the period ending 2024-06-30 (Q2 2024). The position has appeared on 8 reported quarters within Pactolio's tracked window.
What was Coliseum Capital Management, LLC's most recent quarter-over-quarter share-count change in WSC?
Between Q4 2025 and Q1 2026, Coliseum Capital Management, LLC added 1,107,875 shares of WSC (+21.7%), bringing the total reported position to 6,219,477 shares at a market value of $108.0M.
Does the implied price-per-share represent Coliseum Capital Management, LLC's cost basis in WSC?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.