WSO

Watsco Inc

Latest period2024 - Q4Total superinvestors102

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, 102 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

CurrentNew PositionIncreasedDecreasedExited
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
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.05%
0.02%
$7.969M
16,203 shares@ 491.83 avg price
Lianna Figueroa@First Hawaiian Bank
Recent Activity
Increased 1.05%
0.07%
$2.102M
4,435 shares@ 473.89 avg price
Phillip G. Trueblood@Trueblood Wealth Management, Llc
Recent Activity
Increased 2.8%
0.89%
$1.793M
3,783 shares@ 473.9 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Increased 1.73%
0.03%
$1.728M
3,646 shares@ 473.9 avg price
Brant Kairies@Access Financial Services, Inc.
Recent Activity
Increased 0.44%
0.68%
$1.52M
3,207 shares@ 473.89 avg price
John Brinckerhoff@Oak Ridge Investments Llc
Recent Activity
Increased 0.16%
0.08%
$918,873
1,939 shares@ 473.9 avg price
Jeffrey A. Smith@Atomi Financial Group, Inc.
Recent Activity
Increased 60.85%
0.04%
$741,638
1,565 shares@ 473.9 avg price
Ryan Gough@Perfromance Wealth Partners, Llc
Recent Activity
Increased 6.71%
0.03%
$723,630
1,527 shares@ 473.89 avg price
Lisa Rolon@Fifth Third Wealth Advisors Llc
Recent Activity
Increased 18.96%
0.04%
$615,583
1,299 shares@ 473.89 avg price