WCC
LONGINSIDER BUYINSIDER SELLWESCO INTL INC
Research: Finviz ↗·Perplexity ↗
🗄 Viewing archived Q1 2026 data — frozen, no longer refreshed.
News Summary
PositiveWESCO delivered exceptional execution with four consecutive quarters of double-digit sales growth, record Q2 revenues of $6.7B (+13% YoY), EPS beat of 22% above consensus, and raised full-year 2026 guidance to $25.9–$26.3B revenue and $16.00–$17.50 adjusted EPS. The company strategically acquired Newark Engineering for $136M to expand data center cooling capabilities, with data center sales now representing 24% of revenue and growing ~45–70% YoY, while backlog surged 60% YoY driven by multi-year commitments.
Red flags
- •Free cash flow guidance lowered to $300–$600M due to working capital demands from rapid growth — a material reduction suggesting potential liquidity pressure as the company scales
- •CFO transition risk: Dave Schulz retirement may create execution gaps despite planned overlap with successor Neel Dev
Funds Buying (3)
| Fund | Manager | Shares Held | ∆ Shares | Position Value | % of Fund | QoQ | Status |
|---|---|---|---|---|---|---|---|
| Baupost Group | Seth Klarman | 1.4M | +18K | $393M | 7.7% | +1% | Existing |
| Point72 | Steve Cohen | 118K | +118K | $32M | <0.1% | — | NEW |
| Maverick Capital | Lee Ainslie | 6K | +6K | $2M | <0.1% | — | NEW |
Shares Held and Position Value reflect total quarter-end holdings. ∆ Shares is the change from the prior quarter. % of Fund is the position's share of the fund's reported equity portfolio — it drives the size weighting in the conviction score.
Portfolio Context
Where WCC ranks in each buying fund's book, and the positions immediately around it. What a holding sits next to often says more about the thesis than the position size does.
position #3 of this fund's book
- 1AMAZON COM INC$650M
- 2RESTAURANT BRANDS INTL INC$597M
- 3WESCO INTL INC$393M
- 4UNION PAC CORP$374M
- 5ELEVANCE HEALTH INC FORMERLY$373M
- 6ALPHABET INC$339M
Values are quarter-end position sizes. Shown only for funds where WCC ranks inside their 40 largest equity positions — below that, neighbouring names carry no signal. Adjacency is an inference about a fund's reasoning, not a disclosure of it.
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed | Src |
|---|---|---|---|---|---|---|---|
| Thompson Laura K | — | SELL | 270 | $368.45 | $0.10M | 2026-08-12 | ↗ |
| Castillo Daniel J | EVP & GM, EES | BUY | 960 | $365.89 | $0.35M | 2026-08-04 | ↗ |
| Porwal Hemant | EVP Supply Chain & Operations | SELL | 4K | $363.21 | $1.61M | 2026-05-11 | ↗ |
| Schulz David S. | EVP & Former CFO | SELL | 10K | $359.58 | $3.71M | 2026-05-06 | ↗ |
| Schulz David S. | EVP & Former CFO | SELL | 12K | $360.63 | $4.27M | 2026-05-06 | ↗ |
| Schulz David S. | EVP & Former CFO | SELL | 6K | $361.41 | $2.01M | 2026-05-06 | ↗ |
| Schulz David S. | EVP & Former CFO | SELL | 2K | $362.51 | $0.85M | 2026-05-06 | ↗ |
| Khurana Akash | EVP, Chief Info & Digital Off. | SELL | 830 | $357.69 | $0.30M | 2026-05-06 | ↗ |
| Khurana Akash | EVP, Chief Info & Digital Off. | SELL | 1K | $358.85 | $0.43M | 2026-05-06 | ↗ |
| Khurana Akash | EVP, Chief Info & Digital Off. | SELL | 2K | $359.80 | $0.61M | 2026-05-06 | ↗ |
| Khurana Akash | EVP, Chief Info & Digital Off. | SELL | 280 | $360.60 | $0.10M | 2026-05-06 | ↗ |
| Wolf Christine Ann | EVP & CHRO | SELL | 3K | $355.25 | $0.91M | 2026-05-06 | ↗ |
| Porwal Hemant | EVP Supply Chain & Operations | SELL | 3K | $360.64 | $1.00M | 2026-05-06 | ↗ |
| Lazzaris Diane | EVP and General Counsel | SELL | 5K | $358.87 | $1.70M | 2026-05-06 | ↗ |
| Lazzaris Diane | EVP and General Counsel | SELL | 5K | $360.02 | $1.81M | 2026-05-06 | ↗ |
| Lazzaris Diane | EVP and General Counsel | SELL | 160 | $360.68 | $0.06M | 2026-05-06 | ↗ |
| ENGEL JOHN | Chairman, President & CEO | SELL | 471 | $353.74 | $0.17M | 2026-05-06 | ↗ |
| ENGEL JOHN | Chairman, President & CEO | SELL | 6K | $355.34 | $2.11M | 2026-05-06 | ↗ |
| ENGEL JOHN | Chairman, President & CEO | SELL | 6K | $356.24 | $2.20M | 2026-05-06 | ↗ |
| ENGEL JOHN | Chairman, President & CEO | SELL | 21K | $357.36 | $7.53M | 2026-05-06 | ↗ |
| ENGEL JOHN | Chairman, President & CEO | SELL | 4K | $358.39 | $1.46M | 2026-05-06 | ↗ |
| ENGEL JOHN | Chairman, President & CEO | SELL | 10K | $359.43 | $3.64M | 2026-05-06 | ↗ |
| ENGEL JOHN | Chairman, President & CEO | SELL | 13K | $361.01 | $4.53M | 2026-05-06 | ↗ |
| ENGEL JOHN | Chairman, President & CEO | SELL | 18K | $360.43 | $6.52M | 2026-05-06 | ↗ |
| ENGEL JOHN | Chairman, President & CEO | SELL | 911 | $362.43 | $0.33M | 2026-05-06 | ↗ |
| Schulz David S. | EVP & Former CFO | SELL | 2K | $358.47 | $0.66M | 2026-05-06 | ↗ |
| Naylor Dirk Waugh | EVP & GM, Comm & Sec Solutions | SELL | 117 | $352.11 | $0.04M | 2026-05-05 | ↗ |
| Kulasa Matthew S | SVP, Corp. Controller & CAO | SELL | 1K | $351.86 | $0.36M | 2026-05-05 | ↗ |
| Wolf Christine Ann | EVP & CHRO | SELL | 2K | $351.16 | $0.86M | 2026-05-05 | ↗ |
| Singleton James Louis | — | SELL | 2K | $353.37 | $0.71M | 2026-05-05 | ↗ |
| Naylor Dirk Waugh | EVP & GM, Comm & Sec Solutions | SELL | 2K | $350.23 | $0.79M | 2026-05-05 | ↗ |
| Naylor Dirk Waugh | EVP & GM, Comm & Sec Solutions | SELL | 757 | $351.17 | $0.27M | 2026-05-05 | ↗ |
| Naylor Dirk Waugh | EVP & GM, Comm & Sec Solutions | SELL | 824 | $353.25 | $0.29M | 2026-05-05 | ↗ |
| Castillo Daniel J | EVP & GM, EES | BUY | 1K | $266.06 | $0.37M | 2026-03-31 | ↗ |
Beneficial Ownership (13D/13G)
| Filer | Form | Shares | % of Class | Filed | Src |
|---|---|---|---|---|---|
| BlackRock Portfolio Management LLC | SC 13G/A | 4.9M | 10.1% | 2026-03-04 | ↗ |
| Wellington Management Group LLP | SC 13G/A | 2.8M | 5.7% | 2026-02-10 | ↗ |
| BlackRock Portfolio Management LLC | SC 13G | 3.9M | 8.0% | 2026-01-21 | ↗ |
SC 13D = active intent to influence control (10-day filing deadline after crossing 5%). SC 13G = passive accumulation, no intent to influence control.