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
Mr. Richard Webster@Caledonia Investments Plc
Recent Activity
Decreased -2.5%
11.03%
$92.166M
194,427 shares@ 474.04 avg price
Lois Beckmen@Riverbridge Partners Llc
Recent Activity
Decreased -6.52%
0.74%
$53.773M
113,472 shares@ 473.89 avg price
Rasmus Kroner@Nordea Investment Management Ab
Recent Activity
Decreased -9.75%
0.03%
$22.199M
46,639 shares@ 475.98 avg price
Sarah Grover@Bath Savings Trust Co
Recent Activity
Decreased -1.66%
1.91%
$18.732M
39,529 shares@ 473.9 avg price
John DIce@Lafleur & Godfrey Llc
Recent Activity
Decreased -6.4%
2.51%
$18.308M
38,634 shares@ 473.9 avg price
Gary Wagner@Carnegie Investment Counsel
Recent Activity
Decreased -0.39%
0.47%
$16.128M
34,034 shares@ 473.89 avg price
Anne F. Farris@Wendell David Associates Inc
Recent Activity
Decreased -0.7%
1.51%
$15.267M
32,217 shares@ 473.89 avg price
Frank E. Shanley@Dudley & Shanley, Inc.
Recent Activity
1.86%
$12.038M
25,403 shares@ 473.9 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
New Position
0.03%
$10.446M
22,044 shares@ 473.88 avg price