DF DENT & CO INC WSO/B β€” WATSCO CLASS B

Ownership history in DF DENT & CO INC  Β·  2 quarters on record

AI Ownership Summary

DF DENT & CO INC reported WATSCO CLASS B (WSO/B) in 2 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows WSO/B at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WSO/B ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DF DENT & CO INC's position in WATSCO CLASS B, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WSO/B was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DF DENT & CO INC held WSO/B β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 1,245 β€” 0% 0.01% $449K 2026-05-15 β€”
2025 Q3 INITIATED β€” β€” β€” 1,245 β€” β€” 0.01% $499K 2025-11-14 β€”

FAQ About DF DENT & CO INC and WSO/B

These are the practical questions this page is built to answer before you even open the full history table.

How long has DF DENT & CO INC reported owning WSO/B?

DF DENT & CO INC reported WSO/B across 2 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported WSO/B position in DF DENT & CO INC's portfolio?

The largest reported portfolio weight for WSO/B was 0.01% in 2026 Q1.

What is the latest reported WSO/B position on this page?

The most recent filing on this page is 2026 Q1, when DF DENT & CO INC reported 1,245 shares, equal to 0.01% of portfolio, with an estimated market value of $449K.

What does the chart on this WSO/B ownership page compare?

The chart compares DF DENT & CO INC's quarterly WSO/B portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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