WSO

Watsco Inc

Latest period2024 - Q4Total superinvestors216

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 216 superinvestors own shares of Watsco Inc (WSO), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Watsco Inc (WSO), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Watsco Inc (WSO) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Watsco Inc (WSO) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Jeremi Roux@Hamlin Capital Management, Llc
Recent Activity
Increased 9.69%
4.05%
$163.502M
345,020 shares@ 473.9 avg price
Stefanie Boykin@Davenport & Co Llc
Recent Activity
Increased 6.36%
0.88%
$155.387M
327,729 shares@ 474.14 avg price
Mr. Richard Webster@Caledonia Investments Plc
Recent Activity
Decreased -2.5%
11.03%
$92.166M
194,427 shares@ 474.04 avg price
AEGON ASSET MANAGEMENT UK Plc@Aegon Asset Management Uk Plc
Recent Activity
Increased 15.13%
0.87%
$65.966M
139,157 shares@ 474.05 avg price
Lauren T. McDonough@Howland Capital Management Llc
Recent Activity
Decreased -1.13%
2.47%
$56.342M
118,893 shares@ 473.9 avg price
Lois Beckmen@Riverbridge Partners Llc
Recent Activity
Decreased -6.52%
0.74%
$53.773M
113,472 shares@ 473.89 avg price
Henning Dahl@Swedbank Ab
Recent Activity
Decreased -40.25%
0.07%
$49.204M
103,831 shares@ 473.89 avg price
Robert M. Mitchell@Conestoga Capital Advisors, Llc
Recent Activity
Increased 1.35%
0.62%
$46.362M
97,832 shares@ 473.89 avg price
Beata Markowicz@Jennison Associates Llc
Recent Activity
Decreased -36.23%
0.03%
$37.125M
78,340 shares@ 473.9 avg price
Hideaki Takamiya@Sumitomo Mitsui Trust Group, Inc.
Recent Activity
Increased 5.99%
0.03%
$32.526M
68,637 shares@ 473.9 avg price

1-10 of 216