Billionaire Lee Cooperman’s Top 15 Long-Term Stock Picks

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4. WillScot Holdings Corporation (NASDAQ:WSC)

Number of Hedge Fund Holders: 52

Omega Advisors’ Stake: $137.2 million

WillScot Holdings Corporation (NASDAQ:WSC) designs, delivers, and services onsite and on-demand space solutions in North America. There are multiple factors that make WillScot Holdings a golden opportunity to invest in. For instance, as per the reports of the third quarter of 2024, the generated adjusted free cash flow was $143 million at a 24% margin. In addition, the company generated 17% Return on Invested Capital over the last 12 months. The company also returned $276 million to shareholders by repurchasing 7.1 million shares, reducing the share count by 3.3%. This share repurchase reflects strong financial health and confidence in long-term value creation. Secondly, another strategic project that holds potential for investment is the acquisition of McGrath RentCorp for $3.8 billion, which would enhance its position as the North American leader in Turnkey Space Solutions.

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