Watsco (WSO): Temporary Industry Lull Overshadows Digitization Advantage
Heartland Advisors, an investment management company, released its third-quarter 2026 investor letter for “Heartland Mid Cap Value Fund”. The letter can be downloaded here.
Watsco Inc (WSO)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Hosking Partners Jeremy Hosking | 8,370 | $2,533,515 | +20% | 0.09% |
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: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 532,261 | $160,801,550 | 0.81% | |
| 2. | 320,431 | $96,991,260 | 1.63% | |
| 3. | 303,183 | $91,770,462 | 2.27% | |
| 4. | 261,439 | $79,072,226 | 8.88% | |
| 5. | 95,325 | $28,853,924 | 0.63% |
News See All
Watsco (WSO): Does Its Valuation Leave Room for Weaker Profits?
Watsco, Inc. (NYSE:WSO) distributes heating, cooling, and refrigeration equipment, parts, and supplies to contractors across North America.
Watsco (WSO) Bets $500M On Plumbing's Next Frontier
On September 14, Watsco (NYSE:WSO) agreed to acquire The Granite Group, a plumbing and HVAC distributor generating roughly $500 million in annual sales across seven Northeast states.
10 Best Industrial Distribution Stocks to Invest In According to Hedge Funds
In this article, we will take a look at some of the best industrial distribution stocks that are being highly favored by hedge funds. On June 15, Reuters reported flat U.S.
Is Watsco, Inc. (WSO) A Good Stock To Buy Now?
Is WSO a good stock to buy? We came across a bullish thesis on Watsco, Inc. on r/stocks by Far-East-locker. In this article, we will summarize the bulls’ thesis on WSO.
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. (NYSE:WSO) Q1 2026 Earnings Call Transcript
Watsco, Inc. (NYSE:WSO) Q1 2026 Earnings Call Transcript April 28, 2026Watsco, Inc. beats earnings expectations. Reported EPS is $1.87, expectations were $1.73.
14 Safest Stocks with Highest Dividends
In this article, we will take a look at the 14 Safest Stocks with Highest Dividends. Investors trying to navigate a choppy market may want to look at more defensive stocks, according to Barclays.
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
Watsco, Inc. (NYSE:WSO) Q4 2025 Earnings Call Transcript February 17, 2026Watsco, Inc. misses on earnings expectations. Reported EPS is $1.89 EPS, expectations were $1.94.
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