Solid Results and Improved Guidance Lifted WESCO International (WCC) in Q4
Diamond Hill Capital, an investment management company, released its “Mid Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Alyeska Investment Group Anand Parekh | 655,634 | $160,394,302 | +28% | 0.45% |
| 2. | Lyrical Asset Management Andrew Wellington And Jeff Keswin | 651,484 | $159,379,046 | -4% | 2.08% |
| 3. | Point State Capital Zach Schreiber | 612,505 | $149,843,223 | -12% | 2.21% |
| 4. | AQR Capital Management Cliff Asness | 543,449 | $132,949,310 | +3% | 0.07% |
| 5. | Quantinno Capital Hoon Kim | 183,529 | $44,898,555 | +16% | 0.09% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $114.78 | 5,384 | $617,965.29 | 3,470,265 | 2022-09-29 | Filing | |
| $114.78 | 4,557 | $523,043.80 | 2,936,833 | 2022-09-29 | Filing | |
| $114.81 | 24,966 | $2,866,304.02 | 3,464,881 | 2022-09-27 | Filing | |
| $114.81 | 21,128 | $2,425,669.76 | 2,932,276 | 2022-09-27 | Filing | |
| $113.54 | 9,530 | $1,082,016.19 | 3,439,915 | 2022-09-27 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $287.60 | 844 | $242,734.40 | 32,005 | 2026-03-05 | Filing | |
| $284.03 | 1,256 | $356,741.68 | 108,983 | 2026-03-05 | Filing | |
| $282.88 | 14,190 | $4,014,067.20 | 110,239 | 2026-03-05 | Filing | |
| $307.03 | 73 | $22,413.19 | 4,019 | 2026-02-18 | Filing | |
| $305.28 | 733 | $223,770.24 | 28,865 | 2026-02-18 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 8,018,094 | $1,961,546,638 | 0.03% | |
| 2. | 4,556,697 | $1,114,750,354 | 0.02% | |
| 3. | 2,784,105 | $681,103,447 | 0.12% | |
| 4. | 2,249,296 | $550,286,250 | 0.12% | |
| 5. | 1,444,442 | $353,368,291 | 0.01% |