Top 5 Stock Picks of Brandon Osten’s Venator Capital Management

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In this article, we discuss the top 5 stock picks of Brandon Osten’s Venator Capital Management. If you want our detailed analysis of these stocks, go directly to the Top 10 Stock Picks of Brandon Osten’s Venator Capital Management.

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

Venator Capital Management’s Stake Value: $9,197,000

Percentage of Venator Capital Management’s 13F Portfolio: 3.12%

Number of Hedge Fund Holders: 52

WillScot Mobile Mini Holdings Corp. (NASDAQ:WSC) is a leading American REIT formed as a result of a merger between WillScot and Mobile Mini. Whereas WillScot specializes in modular space solutions, Mobile Mini offered portable storage solutions.

Venator Capital Management owns 330,000 shares in WillScot Mobile Mini Holdings Corp. (NASDAQ:WSC), worth $9.19 million, representing 3.12% of the firm’s portfolio. 

At the end of June, 52 hedge funds were long WillScot Mobile Mini Holdings Corp. (NASDAQ:WSC), with stakes $1.39 billion, up from 47 in the previous quarter, with stakes amounting to $1.27 billion. 

Jefferies analyst Philip Ng kept a Buy rating on WillScot Mobile Mini Holdings Corp. (NASDAQ:WSC), setting the price target at $36. 

Bernzott Capital Advisors mentioned that WillScot Mobile Mini Holdings Corp. (NASDAQ:WSC) is a smart buy in their Q4 2020 investor letter. Here is what they said: 

“Willscot Mobile Mini Holdings (WSC): Reported solid financial results highlighted by rate increases in its modular segment and good cash flow. The merger of WillScot and Mobile Mini was completed in 3Q. The two business models are both based on strong recurring revenues from long duration leases and similar asset characteristics, such as long lives, low maintenance, high margin, short payback periods and strong cash flow generation. By combining the fleets, totaling over 365,000 units, the offering becomes more strategic and valuable to customers, and the diversification of the portfolio improves. The company is off to a good start following the merger.”

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