WSO

Watsco Inc

Latest period2026 - Q2Total superinvestors96

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 96 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
Stefanie Boykin@Davenport & Co Llc
Recent Activity
Decreased -2.73%
1.09%
$220.064M
530,366 shares@ 414.93 avg price
Jeremi Roux@Hamlin Capital Management, Llc
Recent Activity
Decreased -9.78%
2.86%
$126.821M
304,324 shares@ 416.74 avg price
Mr. Richard Webster@Caledonia Investments Plc
Recent Activity
10.99%
$97.068M
232,927 shares@ 416.74 avg price
Lois Beckmen@Riverbridge Partners Llc
Recent Activity
Decreased -8.65%
1.41%
$50.147M
120,334 shares@ 416.73 avg price
AEGON ASSET MANAGEMENT UK Plc@Aegon Asset Management Uk Plc
Recent Activity
Decreased -16.89%
0.47%
$43.325M
103,965 shares@ 416.73 avg price
Adrian Michaelsson@Swedbank Ab
Recent Activity
Increased 49.46%
0.04%
$36.257M
87,004 shares@ 416.73 avg price
Lauren T. McDonough@Howland Capital Management Llc
Recent Activity
Decreased -3.2%
1.21%
$33.545M
80,495 shares@ 416.73 avg price
Michael Balboa@Fenimore Asset Management Inc
Recent Activity
Decreased -0.93%
0.7%
$33.429M
80,217 shares@ 416.73 avg price
Gregory R. Greene@Dudley & Shanley, Inc.
Recent Activity
Increased 40.08%
4.91%
$32.51M
78,012 shares@ 416.74 avg price
Mikael Aho@Handelsbanken Fonder Ab
Recent Activity
Decreased -0.48%
0.07%
$21.87M
52,480 shares@ 416.74 avg price

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