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Turtle Creek's investment thesis on WillScot ($WSC) — Q3 2025 | Buyside Digest

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$WSCNYSEWillScot

BULL

Turtle Creek—WSC

Fund Letter

Q3 2025

Published September 30, 2025

View Fund Profile

$20.90USD

+4.6% vs last month

$21.69Pitched

-3.6% since pitch

Market Cap$4.7B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

In the Q3 2025 Quarterly Manager Commentary, Turtle Creek Asset Management highlights the stark valuation disparity between the frothy broad US market and their own portfolio. S&P 500 valuations...

— Cameron McKendry

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