WSO — WATSCO INC

Ownership history in Numerai GP LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Numerai GP LLC 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
0.73% (2025 Q4)
Avg. % of fund
0.33%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 18,008 +15,539 +629.4% 0.73% $6.1M $334.29
2025 Q3 ADDED 2,469 +1,768 +252.2% 0.14% $998K $397.76
2024 Q1 INITIATED 701 — — 0.13% $303K —
% 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%
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