Watsco (WSO) Outperformed Despite a Challenging Environment
Conestoga Capital Advisors, an asset management company, released its first-quarter 2026 investor letter. A copy of the letter is available to download here.
Watsco Inc (WSO)
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Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Markel Gayner Asset Management Tom Gayner | 582,169 | $211,787,262 | +1% | 1.77% |
| 2. | Renaissance Technologies Jim Simons | 216,400 | $78,724,156 | -30% | 0.12% |
| 3. | SG Capital Management Ken Grossman And Glen Schneider | 161,191 | $58,639,674 | 3.89% | |
| 4. | 100,000 | $36,379,000 | 2.42% | ||
| 5. | Motley Fool Asset Management Bryan Hinmon | 35,366 | $12,865,797 | -4% | 0.55% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $178.13 | 737 | $131,281.81 | 737 | 2019-12-04 | Filing | |
| $179.83 | 100 | $17,983.00 | 2,322 | 2019-12-02 | Filing | |
| $88.14 | 3,000 | $264,410.70 | 10,000 | 2014-09-19 | Filing | |
| $93.55 | 540 | $50,515.92 | 5,296 | 2013-09-20 | Filing | |
| $71.80 | 1,250,000 | $89,750,000.00 | 1,250,000 | 2012-04-27 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $448.27 | 2,200 | $986,194.00 | 3,552 | 2025-06-10 | Filing | |
| $500.00 | 1,421 | $710,500.00 | 0 | 2025-03-05 | Filing | |
| $498.92 | 679 | $338,764.24 | 0 | 2025-03-05 | Filing | |
| $508.21 | 10,998 | $5,589,293.58 | 0 | 2024-12-18 | Filing | |
| $473.85 | 774 | $366,759.28 | 1,770 | 2024-05-10 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,090,055 | $1,487,921,010 | 0.03% | |
| 2. | 3,477,231 | $1,264,431,578 | 0.3% | |
| 3. | 1,898,603 | $690,677,015 | 0.11% | |
| 4. | 1,751,054 | $637,015,935 | 0.03% | |
| 5. | 1,567,499 | $570,240,461 | 0.01% |
News See All
Watsco, Inc. (NYSE:WSO) Q1 2026 Earnings Call Transcript
Operator: Good day, and welcome to the Watsco, Inc. First Quarter 2026 Earnings Conference Call. All participants will be in a listen-only mode.
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Will Watsco (WSO) Benefit from Technology Investments?
Heartland Advisors, an investment management company, released its “Heartland Opportunistic Value Equity Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here...
Watsco, Inc. (NYSE:WSO) Q4 2025 Earnings Call Transcript
Operator: Good day, and welcome to the Watsco, Inc. Fourth Quarter 2025 Earnings Conference Call. All participants will be in listen-only mode.
Giverny Capital Asset Management’s Investment Thesis for Watsco (WSO)
Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2025 investor letter. A copy of the same can be downloaded here.
Watsco (WSO) Reported Mixed Performance in Q3
Qualivian Investment Partners, an investment partnership focused on long-only public equities, released its Q3 2025 investor letter. A copy of the letter can be downloaded here.
UBS Trims Watsco (WSO) Price Target as Q3 Results Show Mixed Performance
In the third quarter of 2025, the company reported revenue of $2.07 billion, which fell 4% from the same period last year.
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Watsco (WSO) Fell Amid Weak Equipment Volume
SouthernSun Asset Management, an investment management firm, released its “SMID Cap Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
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