Ownership history in Vantage Investment Partners, LLC Β· 8 quarters on record
This page tracks every 13F SEC filing in which Vantage Investment Partners, 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 β sourced directly from SEC EDGAR 13F filings.
π Vantage Investment Partners, LLC underperformed the S&P 500 by β33.7% annually on this WSO position. Timing score: 20% (1/5 decisions correct). Average cost basis: $367.50. Maximum drawdown during holding period: β32.3%.
β Significantly underperformed the S&P 500 by 33.7% ann.
6 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 5 add/trim decisions correct
Best entry: $334.29 (2025 Q4) Β· Worst: $494.01 (2025 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
4 adds Β· 3 trims. Bought during 2 of 4 down-price quarters. π More buys than sells across the holding period.
π Vantage Investment Partners, LLC has been actively increasing its WSO allocation β a bullish signal from insiders.
Currently 3.74% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size