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Stock impact report

Silver Beech Capital's Updates on WillScot (WSC) [Yahoo! Finance]

WillScot Mobile Mini Holdings Corp. - Class A (WSC) 
NASDAQ:AMEX Investor Relations: investors.willscot.com/investor-relations
Company Research Source: Yahoo! Finance
A copy of the letter can be downloaded here . Since its inception, Silver Beech has achieved a net annualized return of 19.5%, representing an annualized outperformance of 5.3% over the S&P 500. The fund was up 3.5% through the third quarter of 2025, compared to the S&P 500's 14.8% and the Russell 2000's 10.4% YTD returns. The S&P 500 returned +8.1% in Q3, driven by the market's rebound following the volatility on Liberation Day. However, the current market expansion is the result of monetary easing and strong technology earnings. The firm believes that the current equity valuation is largely disconnected from fundamentals. In addition, you can check the fund's top 5 holdings to determine its best picks for 2025. In its third-quarter 2025 investor letter, Silver Beech Capital highlighted stocks such as WillScot Holdings Corporation (NASDAQ: WSC ). WillScot Mobile Mini Holdings Corp. changed its name to WillScot Holdings Corporation (NASDAQ:WSC) in July 2024. WillScot Holdings Corpor Show less Read more
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