WSO — WATSCO INC

Ownership history in Engineers Gate Manager LP  ·  16 quarters on record

This page tracks every 13F SEC filing in which Engineers Gate Manager LP reported a position in WATSCO INC (WSO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.17% (2025 Q2)
Avg. % of fund
0.04%
First filed
2014 Q4
Last filed
2025 Q3
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 5,509 -25,800 -82.4% 0.03% $2.2M $397.76
2025 Q2 ADDED 31,309 +30,595 +4285.0% 0.17% $13.8M $431.72
2025 Q1 REDUCED 714 -808 -53.1% 0.01% $363K $494.01
2024 Q4 REDUCED 1,522 -6,506 -81.0% 0.01% $721K $458.04
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WSO price (monthly, adj. close)

Other funds also holding WSO

As of 2025 Q4 — sorted by position size

CALEDONIA INVESTMENTS PLC 3Y 7Y 8.7% Patrick Mauro Investment Advisor, INC. 3Y 6.01% Crown Oak Advisors, LLC 4.27% Vantage Investment Partners, LLC 3Y 7Y 3.74% Taylor Securities Services, Inc. 3.63% DUDLEY & SHANLEY, INC. 3Y 7Y 3.02% Hamlin Capital Management, LLC 3Y 7Y 2.75% Redmond Asset Management, LLC 3Y 7Y 2.57% GRACE & WHITE INC /NY 3Y 7Y 2.54% Kensington Investment Counsel, LLC 3Y 2.19%
← Back to Engineers Gate Manager LP Holdings