Silver Beech Capital released its third-quarter investor letter, boasting a net annualized return of 19.5%. The fund was up 3.5% YTD, compared to S&P 500’s 14.8%. WillScot Holdings Corporation (NASDAQ:WSC) is a top pick, with shares closing at $19.56. Silver Beech believes the market is disconnected from fundamentals and favors undervalued AI stocks.

WillScot Holdings Corporation (WSC) is seen as a compelling opportunity by Silver Beech Capital. The stock has derated significantly and is undervalued with a strong market position. While not among the 30 most popular stocks among hedge funds, 45 hedge funds held WSC at the end of Q3. The stock has potential but AI stocks offer greater upside.

Madison Small Cap Fund expressed confidence in WillScot Holdings Corporation (WSC) in its Q3 2025 investor letter. The fund highlighted WSC’s business, leadership, and upside potential. For more investor letters from leading funds, visit the hedge fund investor letters Q3 2025 page. WSC is also featured in the list of worst-performing dividend stocks.

Read more at Yahoo Finance: Silver Beech Capital’s Updates on WillScot (WSC)