LaFleur & Godfrey LLC WSO — WATSCO INC COM

Ownership history in LaFleur & Godfrey LLC  ·  52 quarters on record

AI Ownership Summary

LaFleur & Godfrey LLC reported WATSCO INC COM (WSO) in 52 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.12% in 2023 Q4. The latest visible filing shows WSO at 1.51% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WSO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LaFleur & Godfrey LLC's position in WATSCO INC COM, 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
2025 Q4

WSO was reported at 1.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.12% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

WSO stock page LaFleur & Godfrey LLC fund profile LaFleur & Godfrey LLC full holdings
How LaFleur & Godfrey LLC held WSO — position size vs. price
% of Fund (quarterly)    WSO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 36,999 -1,420 -3.7% 1.51% $12.5M 2026-02-14 (Est.) $414.60
2025 Q3 REDUCED — — — 38,419 -959 -2.4% 1.88% $15.5M 2025-11-10 $345.35
2025 Q2 ADDED — — — 39,378 +1,122 +2.9% 2.17% $17.4M 2025-07-14 $458.43
2025 Q1 REDUCED — — — 38,256 -378 -1.0% 2.64% $19.4M 2025-04-23 $432.93
2024 Q4 REDUCED 6.4% +7.8% ❌ 38,634 -2,642 -6.4% 2.51% $18.3M 2025-01-16 $470.91
2024 Q3 REDUCED — — — 41,276 -1,128 -2.7% 2.80% $20.3M 2024-10-16 $474.27
2024 Q2 REDUCED — — — 42,404 -1,087 -2.5% 2.88% $19.6M 2024-07-23 $480.73
2024 Q1 REDUCED 10.9% +7.6% ❌ 43,491 -5,324 -10.9% 2.78% $18.8M 2024-04-23 $392.27
2023 Q4 REDUCED 7.1% +1.9% ❌ 48,815 -3,746 -7.1% 3.12% $20.9M 2024-01-18 $370.31
43 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WSO

As of 2026 Q1 — sorted by position size

CALEDONIA INVESTMENTS PLC 3Y 7Y 9.89% Crown Oak Advisors, LLC 4.94% DUDLEY & SHANLEY, INC. 3Y 7Y 3.31% Hamlin Capital Management, LLC 3Y 7Y 2.96% GRACE & WHITE INC /NY 3Y 7Y 2.71% Cutter & CO Brokerage, Inc. 3Y 7Y 1.81% Bath Savings Trust Co 3Y 7Y 1.46% Ipswich Investment Management Co., Inc. 3Y 7Y 1.39% WENDELL DAVID ASSOCIATES INC 3Y 7Y 1.22% HOWLAND CAPITAL MANAGEMENT LLC 3Y 7Y 1.2%

FAQ About LaFleur & Godfrey LLC and WSO

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

How long has LaFleur & Godfrey LLC reported owning WSO?

LaFleur & Godfrey LLC reported WSO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WSO position in LaFleur & Godfrey LLC's portfolio?

The largest reported portfolio weight for WSO was 3.12% in 2023 Q4.

What is the latest reported WSO position on this page?

The most recent filing on this page is 2025 Q4, when LaFleur & Godfrey LLC reported 36,999 shares, equal to 1.51% of portfolio, with an estimated market value of $12.5M.

What does the chart on this WSO ownership page compare?

The chart compares LaFleur & Godfrey LLC's quarterly WSO 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.

How well did LaFleur & Godfrey LLC time their WSO position?

Based on 13F filing dates vs. subsequent WSO price moves, LaFleur & Godfrey LLC correctly timed 18 out of 51 reported position changes (35%). The annualised alpha on WSO relative to SPY over the holding period was +4.8%.

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