NYSE · Consumer Discretionary

WESCO International, Inc. WCC

WESCO International, Inc. provides business-to-business distribution, logistics services, and supply chain solutions in the United States, Canada, and internationally. It operates through three segments: Electrical & Electronic Solutions (EES), Communications & Security Solutions (CSS), and Utility & Broadband Solutions (UBS).

Telecommunications Equipment

Company profile

Business mix

  • It operates through three segments: Electrical & Electronic Solutions (EES), Communications & Security Solutions (CSS), and Utility & Broadband Solutions (UBS).
  • The EES segment offers electrical equipment and supplies, automation and connected devices, security, lighting, wire and cable, and safety, as well as maintenance, repair, and operating (MRO) products.
  • This segment also offers project execution solutions, direct and indirect manufacturing supply chain optimization programs, lighting and renewables advisory services, and digital and automation solutions.
  • The CSS segment provides data center, network infrastructure, and security solutions. This segment sells products directly to security and network, professional audio/visual, and systems integrators, as well as data communications contractors.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in industrial distribution?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 4 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 25.2 FCF 1.25% Buyback 1.1%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Lyrical Asset Management 2.5% $166.2M 2026-03-31
Davis Advisors Chris Davis 0.5% $104.3M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.1% $33.1M 2026-03-31
Baupost Group Seth Klarman 7.7% $393,159 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 2 Last 3 13F filing periods
Net reducers 2 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $29.9M Estimated from net added shares
Reduction amount $3.3M Estimated from net reduced shares
Net share change / base shares -20.9% -672,508 / 3,218,866
Gotham Asset Management Joel Greenblatt 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 18.8% 13F value change +$8.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 101,908 Last 3 periods +19,154 (+18.8%) Total shares 121,062 Value $33.1M
Baupost Group Seth Klarman 3 filing periods
13F 2025-09-30 Filed 2025-11-13
Major reduction Shares -31.9% 13F value change -$90,925
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -5.6% 13F value change +$29,180
13F 2026-03-31 Filed 2026-05-14
Minor increase Shares 1.3% 13F value change +$46,056
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 2,207,601 Last 3 periods -770,720 (-34.9%) Total shares 1,436,881 Value $393,159
Lyrical Asset Management 3 filing periods
13F 2025-09-30 Filed 2025-11-12
Minor increase Shares 9.7% 13F value change +$28.9M
13F 2025-12-31 Filed 2026-02-11
Minor reduction Shares -4.0% 13F value change +$15.9M
13F 2026-03-31 Filed 2026-05-11
Minor reduction Shares -6.8% 13F value change +$6.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-11
Base shares 618,611 Last 3 periods -11,203 (-1.8%) Total shares 607,408 Value $166.2M
Davis Advisors Chris Davis 3 filing periods
13F 2025-09-30 Filed 2025-11-12
Minor increase Shares 0.6% 13F value change +$8.0M
13F 2025-12-31 Filed 2026-02-02
Major increase Shares 24.6% 13F value change +$27.3M
13F 2026-03-31 Filed 2026-05-07
Minor increase Shares 4.5% 13F value change +$15.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-07
Base shares 290,746 Last 3 periods +90,261 (+31.0%) Total shares 381,007 Value $104.3M

Recent mentions

No public mentions.