Renewed Demand Momentum Lifts WillScot Holdings (WSC)
In the second quarter of 2026, the Cambiar SMID Fund, managed by Cambiar Investors, reported a 14.39% return, the fund's best since Q4 2022, but it trailed behind the S&P 500 and Russell 2000 which both gained 15.2% and 21.5% respectively. Among the fund's holdings, WillScot Holdings Corporation (NASDAQ:WSC) was singled out by the fund for its positive performance.
WillScot Holdings is a North American company specializing in turnkey temporary space solutions for various industries including construction, commercial and industrial, energy, and natural resources sectors. Despite a 17.86% decline in its stock price over the past month, the company has experienced a 20.36% year-over-year decline.
WillScot Holdings is a market share leader in modular offices for construction sites and is currently witnessing improved demand trends, particularly in datacenters. The Cambiar SMID Fund expressed optimism about WillScot Holdings' potential, citing its recovery as evidence of a potential turning point for the company.
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