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 4 quarters

Net buyers 2 Last 4 13F filing periods
Net reducers 2 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $38.8M Estimated from net added shares
Reduction amount $23.2M Estimated from net reduced shares
Net share change / base shares -16.7% -511,243 / 3,057,601
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 4 periods +19,154 (+18.8%) Total shares 121,062 Value $33.1M
Baupost Group Seth Klarman 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Minor increase Shares 10.1% 13F value change +$97,378
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 2,005,601 Last 4 periods -568,720 (-28.4%) Total shares 1,436,881 Value $393,159
Lyrical Asset Management 4 filing periods
13F 2025-06-30 Filed 2025-08-12
Minor reduction Shares -10.6% 13F value change +$7.2M
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 691,589 Last 4 periods -84,181 (-12.2%) Total shares 607,408 Value $166.2M
Davis Advisors Chris Davis 4 filing periods
13F 2025-06-30 Filed 2025-08-08
Minor increase Shares 12.5% 13F value change +$13.7M
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 258,503 Last 4 periods +122,504 (+47.4%) Total shares 381,007 Value $104.3M

Recent mentions

No public mentions.