Follow-The-Filings

Security

WCC

Wesco Intl Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

20 owners 2 new 2 exits max 7.7% (Seth Klarman - Baupost Gr...)

grid → activity →
owners 20
rank #238
master % 0.02%
max % 7.7%
tracked value $2.3B
qoq N 2 A 9 R 6 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Seth Klarman - Baupost Group LLC/MA 2026 Q1 7.7% Add +1.11 pp 1,436,881 $393M hist
Lyrical Asset Management - Lyrical Asset Management LP 2026 Q1 2.5% Reduce +0.45 pp 607,408 $166M hist
Third Avenue Management LLC 2026 Q1 0.9% Reduce -0.05 pp 19,243 $5M hist
Robert Olstein - Olstein Capital Management, L.P. 2026 Q1 0.8% Exit -0.79 pp 13,150 $4M hist
Christopher Davis - Davis Selected Advisers 2026 Q1 0.5% Add +0.08 pp 381,007 $104M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add +0.01 pp 121,062 $33M hist
Richard Pzena - Pzena Investment Management LLC 2026 Q1 0.1% Reduce +0.02 pp 113,581 $31M hist
Natixis Advisors, LLC 2026 Q1 0.1% Add +0.02 pp 231,405 $63M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Reduce -0.01 pp 520,062 $139M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Add +0.01 pp 118,421 $32M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 4,556,697 $1.1B hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.02 pp 636,187 $156M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add +0.01 pp 71,466 $20M hist
First Eagle Investment Management, LLC 2026 Q1 0.0% — 51,158 $14M hist
Lee Ainslie - Maverick Capital Ltd 2026 Q1 0.0% New 0.0% 5,555 $2M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add 0.00 pp 24,141 $7M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add 0.00 pp 20,687 $6M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 5,956 $2M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% New 0.0% 1,034 $283 hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 264 $72 hist
Dmitry Balyasny - Balyasny Asset Management L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit -0.02 pp 68,286 $17M hist
Two Sigma Investments, LP exited 2025 Q4 last 2025 Q3 0.0% Exit 0.00 pp 3,151 $666 hist

20 current · 2 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $22.39B $21.82B $23.51B
Gross profit * $4.84B $4.71B $4.97B
Gross margin * 21.6% 21.6% 21.1%
Net income $765.5M $717.6M $640.2M
Net margin * 3.4% 3.3% 2.7%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $8.39B $8.35B $9.46B
Total non-current assets * $6.67B $6.71B $7.04B
Total assets $15.06B $15.06B $16.49B
Total current liabilities $3.39B $3.8B $4.3B
Total non-current liabilities * $6.64B $6.29B $7.17B
Total equity $5.04B $4.97B $5.03B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $493.2M $1.1B $125M
Cash from investing -$89.6M $40.4M -$140.7M
Cash from financing -$403.9M -$928.3M -$92.7M
Net change in cash -$3.2M $178.5M -$97.8M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders