Here’s Blue Tower Asset Management’s Investment Thesis for Wesco International (WCC)
Blue Tower Asset Management, an asset management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Point State Capital Zach Schreiber | 1,342,986 | $225,594,788 | +33% | 4.09% |
2. | Diamond Hill Capital Ric Dillon | 1,280,541 | $215,105,277 | -2% | 0.87% |
3. | Leonard Green & Partners Leonard Green | 1,253,330 | $210,534,373 | -65% | 4.6% |
4. | 995,000 | $167,140,100 | +27% | 3.03% | |
5. | Lyrical Asset Management Andrew Wellington And Jeff Keswin | 711,254 | $119,476,447 | -6% | 1.73% |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$114.78 | 5,384 | Large Shareholder | 3,470,265 | 2022-09-29 | Filing | |
$114.78 | 4,557 | Large Shareholder | 2,936,833 | 2022-09-29 | Filing | |
$114.81 | 24,966 | Large Shareholder | 3,464,881 | 2022-09-27 | Filing | |
$114.81 | 21,128 | Large Shareholder | 2,932,276 | 2022-09-27 | Filing | |
$113.54 | 9,530 | Large Shareholder | 3,439,915 | 2022-09-27 | Filing |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$208.62 | 278 | 3,282 | 2024-11-22 | Filing | ||
$213.46 | 2,038 | 30,320 | 2024-11-25 | Filing | ||
$215.00 | 5,000 | 44,621 | 2024-11-25 | Filing | ||
$203.77 | 4,661 | 35,524 | 2024-11-18 | Filing | ||
$205.73 | 2,705 | 35,063 | 2024-11-12 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 4,819,559 | $838,024,920 | 0.01% | |
2. | 3,993,934 | $694,465,183 | 0.01% | |
3. | 1,776,451 | $308,900,524 | 0.09% | |
4. | 1,731,569 | $301,209,763 | 0.39% | |
5. | 1,514,593 | $263,357,431 | 0.06% |