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 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. | Markel Gayner Asset Management Tom Gayner | 582,169 | $211,787,262 | +1% | 1.77% |
| 2. | SG Capital Management Ken Grossman And Glen Schneider | 161,191 | $58,639,674 | 3.89% | |
| 3. | 100,000 | $36,379,000 | 2.42% | ||
| 4. | Hosking Partners Jeremy Hosking | 7,092 | $2,579,999 | 0.09% | |
| 5. | Fisher Asset Management Ken Fisher | 667 | $242,864 | 0% |
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. | 1,751,054 | $637,015,935 | 0.03% | |
| 2. | 1,567,499 | $570,240,461 | 0.01% | |
| 3. | 1,137,258 | $413,723,088 | 0.42% | |
| 4. | 582,700 | $211,980,580 | 0.61% | |
| 5. | 545,278 | $198,366,683 | 1.08% |
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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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.
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Watsco (WSO) Reported Mixed Performance in Q3
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UBS Trims Watsco (WSO) Price Target as Q3 Results Show Mixed Performance
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Watsco (WSO) Fell Amid Weak Equipment Volume
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