Regency Capital Loads Up on Wesco International (WCC) With 15,000 Share Purchase
Key Points
Added 15,203 shares in WESCO International, estimated at ~$3.22 million based on the average price in Q3 2025
Trade represented 1.53% of 13F reportable assets under management (AUM).
Post-trade stake: 15,203 shares valued at $3.22 million as of September 30, 2025
The new position accounts for 1.53% of fund AUM, placing it outside the fund's top five holdings.
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On October 20, 2025, Regency Capital Management Inc.DE disclosed a new position in WESCO International (NYSE:WCC), acquiring 15,203 shares for an estimated $3.22 million based on the average price in the third quarter.
What happened
Regency Capital Management disclosed a new Wesco International stake during the third quarter, according to its Form 13-F filing submitted to the Securities and Exchange Commission on October 20, 2025 (SEC filing). The firm acquired 15,203 shares, with an estimated transaction value of $3.22 million based on the average price during the quarter. This is the first reported position in WESCO International by the fund.
What else to know
This is a new position for the fund, now representing 1.53% of 13F AUM after the trade.
Top holdings after the filing:
UNK: BRK-B: $15.20 million (7.2% of AUM) as of September 30, 2025
NYSE: MKL: $13.05 million (6.2% of AUM) as of September 30, 2025
NASDAQ: COST: $13.02 million (6.19% of AUM) as of September 30, 2025
UNK: IAU: $12.57 million (5.98% of AUM) as of September 30, 2025
NYSE: CB: $11.26 million (5.35% of AUM) as of September 30, 2025
As of October 20, 2025, shares of WESCO International were priced at $218.85, up 23.27% over the past year and outperforming the S&P 500 by 6.41 percentage points.
The stock offered a 0.81% dividend yield as of October 21, 2025.
Company Overview
| Metric | Value |
|---|---|
| Revenue (TTM) | $22.23 billion |
| Net Income (TTM) | $662.60 million |
| Dividend Yield | 0.81% |
| Price (as of market close 2025-10-20) | $218.85 |
Company Snapshot
Offers electrical and electronic products, network infrastructure, security solutions, utility, and broadband products across three business segments.
Generates revenue through B2B distribution, logistics, and supply chain solutions, supporting both direct and indirect sales channels.
Serves contractors, manufacturers, utilities, broadband operators, and public power companies in North America and international markets.
WESCO International, Inc. is a leading industrial distributor with a broad portfolio spanning electrical, communications, and utility solutions. The company leverages its scale and logistics expertise to provide integrated supply chain services to a diverse customer base. Its multi-segment approach and value-added services position it as a key partner for large-scale infrastructure and industrial projects.
Foolish take
Regency Capital Management made several new stock additions during the third quarter. Wesco was the second-largest new stock added to the portfolio during the three months ended Sep. 30, 2025.
The addition of Wesco wasn't a huge bet for Regency Capital. At 1.5% of the portfolio, it was the 26th largest of 58 total holdings at the end of September.
Wesco expects to present third-quarter results after the market opens on Oct. 30, 2025. Investors will be looking for a continuation of strong demand from data centers. Data center sales are currently responsible for about 17% of total revenue, and this figure is rising quickly. In the second quarter, data center sales surged by about 65% year over year to more than $1 billion.
Strong uptake from hyperscalers encouraged Wesco to raise its full-year organic sales growth outlook. Now, the company expects organic sales to rise by 5% to 7% in 2025.
Glossary
13F: A quarterly SEC filing by institutional investment managers disclosing their equity holdings.
Assets Under Management (AUM): The total market value of investments managed by a fund or firm on behalf of clients.
Dividend Yield: Annual dividend payments expressed as a percentage of a stock’s current price.
B2B (Business-to-Business): Commercial transactions between businesses, rather than between a business and individual consumers.
Distribution: The process of delivering products from suppliers to customers, often involving logistics and supply chain management.
Supply Chain Solutions: Services that optimize the flow of goods, information, and finances from suppliers to end customers.
Direct and Indirect Sales Channels: Direct sales involve selling to customers without intermediaries; indirect sales use third parties or distributors.
Stake: The ownership interest or investment held in a company by an individual or institution.
Outperforming: Achieving a higher return or growth rate than a benchmark or peer group.
Dividend: A payment made by a corporation to its shareholders, usually from profits.
Quarter: A three-month period used for financial reporting and analysis.
TTM: The 12-month period ending with the most recent quarterly report.
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Cory Renauer has positions in Markel Group. The Motley Fool has positions in and recommends Berkshire Hathaway, Costco Wholesale, Markel Group, and Wesco International. The Motley Fool has a disclosure policy.
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