WCC
Wesco International Inc
8 super-investors hold WCC worth a combined $554M. The largest position: Seth Klarman at 7.7% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 37 — ranked #162 of 724 scored stocks.
Why super-investors own WCC
Seth Klarman dominates this story: his $393M position represents 7.7% of the Baupost portfolio and accounts for roughly 71% of the cohort's combined $554M stake in WCC, making this one of his more concentrated disclosed equity bets. Christopher Davis adds another $104M at 0.5% of his portfolio, with Richard Pzena ($31M), First Eagle ($14M), Third Avenue ($5M), and Robert Olstein ($4M) rounding out a six-name cohort. Notably, the 2026Q1 quarter saw zero activity — no additions, trims, starts, or exits across all eight holders. Cohort ownership has been quietly expanding, rising from two holders to the current eight over the past several quarters, suggesting slowly accumulating interest rather than a crowded or fading thesis.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (8) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Seth Klarman | 7.7% | 9q | $393M | 1,436,881 |
| 2 | Christopher Davis | 0.5% | 18q | $104M | 381,007 |
| 3 | Richard Pzena | 0.1% | 8q | $31M | 113,581 |
| 4 | First Eagle Investment Management | <0.1% | 20q | $14M | 51,158 |
| 5 | Third Avenue Management | 0.9% | 8q | $5M | 19,243 |
| 6 | Robert Olstein | 0.8% | 40q | $4M | 13,150 |
| 7 | Joel Greenblatt | <0.1% | 38q | $2M | 5,956 |
| 8 | Lee Ainslie | <0.1% | 7q | $2M | 5,555 |
- 1Seth Klarmanport7.7%val$393M1,436,881 sh·9q held
- 2Christopher Davisport0.5%val$104M381,007 sh·18q held
- 3Richard Pzenaport0.1%val$31M113,581 sh·8q held
- 4First Eagle Investment Managementport<0.1%val$14M51,158 sh·20q held
- 5Third Avenue Managementport0.9%val$5M19,243 sh·8q held
- 6Robert Olsteinport0.8%val$4M13,150 sh·40q held
- 7Joel Greenblattport<0.1%val$2M5,956 sh·38q held
- 8Lee Ainslieport<0.1%val$2M5,555 sh·7q held
Owners of WCC also hold
Long US equity 13F-HR filings only. CUSIP 95082P105. Not investment advice.