SouthernSun Asset Management - WATSCO INC ownership

WATSCO INC's ticker is WSO and the CUSIP is 942622200. A total of 764 filers reported holding WATSCO INC in Q2 2024. The put-call ratio across all filers is 0.88 and the average weighting 0.2%.

About WATSCO INC

Watsco Inc. is a leading distributor of heating, ventilation, and air conditioning (HVAC) equipment and related parts and supplies. The company operates in the United States, Canada, Mexico, and Puerto Rico, and has a market capitalization of over $10 billion.

Watsco's success can be attributed to its focus on customer service and its ability to adapt to changing market conditions. The company has a strong network of over 600 locations, which allows it to provide timely and efficient service to its customers.

In recent years, Watsco has also made significant investments in technology, including the development of its own e-commerce platform. This has helped the company to streamline its operations and improve its customer experience.

Despite the challenges posed by the COVID-19 pandemic, Watsco has continued to perform well. In the third quarter of 2020, the company reported record sales and earnings, driven by strong demand for HVAC equipment and supplies.

Looking ahead, Watsco is well-positioned to benefit from the growing demand for energy-efficient HVAC systems and the increasing focus on indoor air quality. With its strong customer relationships, extensive distribution network, and commitment to innovation, Watsco is likely to remain a leader in the HVAC industry for years to come.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
SouthernSun Asset Management ownership history of WATSCO INC
ValueSharesWeighting
Q2 2024$7,909,360
-10.1%
17,074
-16.1%
0.95%
-2.6%
Q1 2024$8,793,181
-1.2%
20,356
-2.0%
0.98%
-4.6%
Q4 2023$8,902,750
-6.5%
20,778
-17.5%
1.03%
-8.0%
Q3 2023$9,518,166
-2.7%
25,199
-1.7%
1.12%
+8.0%
Q2 2023$9,780,891
+12.1%
25,640
-6.5%
1.03%
+3.7%
Q1 2023$8,722,038
+24.4%
27,414
-2.5%
1.00%
+24.5%
Q4 2022$7,012,380
-31.8%
28,117
-29.6%
0.80%
-37.1%
Q3 2022$10,289,000
+11.3%
39,964
+3.3%
1.27%
+10.8%
Q2 2022$9,241,000
-21.6%
38,694
+0.0%
1.15%
-9.8%
Q1 2022$11,784,000
+5.8%
38,682
+8.6%
1.27%
+14.1%
Q4 2021$11,143,000
+5.0%
35,615
-11.2%
1.11%
-0.6%
Q3 2021$10,614,000
-7.7%
40,111
+0.0%
1.12%
-10.9%
Q2 2021$11,494,000
+8.8%
40,098
-1.1%
1.26%
+14.7%
Q1 2021$10,567,000
+32.1%
40,525
+14.8%
1.10%
+19.6%
Q4 2020$8,001,000
+3.6%
35,315
+6.5%
0.92%
-9.4%
Q3 2020$7,724,000
+12.2%
33,165
-14.4%
1.01%
+8.9%
Q2 2020$6,883,000
-18.1%
38,734
-27.1%
0.93%
-25.3%
Q1 2020$8,402,000
-4.8%
53,165
+8.6%
1.24%
+54.6%
Q4 2019$8,823,000
-11.1%
48,977
-16.5%
0.80%
-2.4%
Q3 2019$9,923,000
+11.5%
58,653
+7.8%
0.82%
+20.3%
Q2 2019$8,897,000
+4.9%
54,404
-8.1%
0.68%
+12.9%
Q1 2019$8,482,000
+137.3%
59,229
+130.5%
0.61%
+131.7%
Q4 2018$3,575,00025,6920.26%
Other shareholders
WATSCO INC shareholders Q2 2024
NameSharesValueWeighting ↓
KDI CAPITAL PARTNERS LLC 226,197$26,800,0007.79%
Scoria Capital Partners LP 182,012$21,565,0005.35%
OAK RIDGE INVESTMENTS LLC 838,379$99,331,0002.37%
Irving Magee Investment Management 35,980$4,263,0002.22%
HOWLAND CAPITAL MANAGEMENT LLC 145,746$17,268,0001.88%
GRACE & WHITE INC /NY 62,550$7,411,0001.71%
WASHINGTON TRUST Co 186,328$22,077,0001.59%
Redmond Asset Management, LLC 21,664$2,567,0001.37%
Coe Capital Management, LLC 31,033$3,676,790,0001.36%
ARBOR CAPITAL MANAGEMENT LLC 50,232$5,951,0001.32%
View complete list of WATSCO INC shareholders