WillScot Holdings Corp · Brief

Next report

4 days

Nov 5 · after closeest.Q3 FY26

Expected move

±8.6%implied · report alone

16.7619.92

straddle ±13.1%

spot 18.34exp Nov 20ATM strike 19ATM straddle 2.83IV 78%

Oct 30 closereport share · term structure

Expected move

—≥ implied

Q2 FY26±12.0%▼−5.62%×0.47

quarterimplied−15%0+15%realized×

Q2 FY26±12.0%▼−5.62%×0.47

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Nov 5 report · est.

Bull1

4disclosed supplier and customer ties in SEC filingsSEC filings

Bear2 of 3

36managers whose positions together make up four fifths of the reported value13F · Jun 30 '26

15 of 24of the largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26

AI captions · Sep 16 '26once per report · top 2 per case

WSC report session

No linked exposure.

Oct 22impliedImplied move: ±14.9% into Nov 5 earnings (Oct 22 close).Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.