5 Mid-Cap Stocks Hedge Funds Are Talking About

1. WillScot Mobile Mini Holdings Corp. (NASDAQ:WSC)

Market Cap as of March 11, 2022: $8.0 billion

Number of Hedge Fund Holders: 61

Bernzott Capital Advisors, an investment management firm, published its “US Small Cap Value Fund” fourth quarter 2021 investor letter – a copy of which can be downloaded here. The fund’s portfolio rose 4.2% (gross), slightly underperforming the Russell 2000 Value’s advance of 4.3%, and somewhat less than the Russell 2500 Value’s gain of 6.3%. Industrials, the sector with the largest allocation at 35.2% of the portfolio, was the largest positive contributor to returns, followed by capital goods holdings. Spare some time to check the fund’s top 5 holdings to have a clue about their top bets for 2022.

Bernzott Capital Advisors US Small Cap Value, in its Q4 2021 investor letter, mentioned WillScot Mobile Mini Holdings Corp. (NASDAQ:WSC) and discussed its stance on the firm. WillScot Mobile Mini Holdings Corp. (NASDAQ:WSC) is a Phoenix, Arizona-based holding company with an $8.0 billion market capitalization. WillScot Mobile Mini Holdings Corp. (NASDAQ:WSC) shares are down by 12.19% since the beginning of the year, while their 12-month returns are a positive 29.27%. The stock closed at $35.86 per share on March 11, 2022.

Here is what Bernzott Capital Advisors US Small Cap Value had to say about WillScot Mobile Mini Holdings Corp. (NASDAQ:WSC) in its Q4 2021 investor letter:

“WillScot Mobile Mini Holdings Corp. (NASDAQ:WSC): This modular and portable storage space company posted strong earnings with strong growth in rental rates as it increases penetration of value-added products and services such as units equipped with HVAC, ethernet ports, and plumbing. The company is executing well on the Mobile Mini merger. Cash flow generation continues to be a notable positive.”

You can also take a look at Warren Buffett’s Performance in 2021: 10 Best Stock Picks and 10 ESG Dividend Stocks to Buy. 

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