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Stock impact report

WESCO International Inc. (WCC): Billionaire Seth Klarman Continues to Hold Sizeable Stake [Yahoo! Finance]

WESCO International, Inc. (WCC) 
Last wesco international, inc. earnings: 4/30 06:00 am Check Earnings Report
US:NYSE Investor Relations: wesco.investorroom.com
Company Research Source: Yahoo! Finance
WESCO International, Inc. (NYSE:WCC) has been a consistent feature in the 13F portfolio of Baupost Group since the first quarter of 2024. Back then, this position comprised just over 200,000 shares. In the subsequent quarters and years, Baupost added to this stake, growing it to more than 2.2 million shares at one point in 2025. However, it has trimmed the holding following this high, decreasing it by 31% and 5% in the third and fourth quarter of 2025 respectively. It still comprises 1.42 million shares and accounts for 6.6% of the 13F portfolio of the fund. Analyst Says Dell Technologies (DELL) is a Cheap AI Stock Amid Major ‘Disruption' - ‘I'm Not Kidding' Overall, the Baupost interest in WESCO International, Inc. (NYSE:WCC) reflects Klarman's strategy of buying heavily into a cyclical, somewhat overlooked industrial business when it's cheap, then trimming as the market re-rates it. In early February, the company announced that it would be targeting 20% EPS growth for 2026 whil Show less Read more
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