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WCC position history

The shares of Wesco International (WCC) that LYRICAL ASSET MANAGEMENT LP reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2022 Q2: 2,045 shares, $219K, <0.01% of portfolio, New
  2. 2022 Q3: 1,692 shares, $202K, <0.01% of portfolio, Reduce −17.3%
  3. 2022 Q4: 2,471 shares, $295K, <0.01% of portfolio, Add +46.0%
  4. 2023 Q1: 1,863 shares, $288K, <0.01% of portfolio, Reduce −24.6%
  5. 2023 Q2: 15,912 shares, $2.8M, 0.05% of portfolio, Add +754.1%
  6. 2023 Q3: 28,508 shares, $4.1M, 0.08% of portfolio, Add +79.2%
  7. 2023 Q4: 765,124 shares, $133M, 2.2% of portfolio, Add +2583.9%
  8. 2024 Q1: 780,556 shares, $134M, 2.0% of portfolio, Add +2.0%
  9. 2024 Q2: 753,449 shares, $119M, 1.9% of portfolio, Reduce −3.5%
  10. 2024 Q3: 711,254 shares, $119M, 1.7% of portfolio, Reduce −5.6%
  11. 2024 Q4: 700,179 shares, $127M, 1.9% of portfolio, Reduce −1.6%
  12. 2025 Q1: 691,589 shares, $107M, 1.6% of portfolio, Reduce −1.2%
  13. 2025 Q2: 618,611 shares, $115M, 1.7% of portfolio, Reduce −10.6%
  14. 2025 Q3: 678,512 shares, $144M, 2.0% of portfolio, Add +9.7%
  15. 2025 Q4: 651,484 shares, $159M, 2.1% of portfolio, Reduce −4.0%
  16. 2026 Q1: 607,408 shares, $166M, 2.5% of portfolio, Reduce −6.8%
  17. 2026 Q2: 575,980 shares, $199M, 2.5% of portfolio, Reduce −5.2%
Holdings date Value % of holdings Shares Filing date All 13F holders