Ownership history in Waterloo Capital, L.P. · 6 quarters on record
This page tracks every 13F SEC filing in which Waterloo Capital, L.P. reported a position in WATSCO INC COM (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 883 | +7 | +0.8% | 0.03% | $357K | $397.76 |
| 2025 Q2 | REDUCED | 876 | -35 | -3.8% | 0.03% | $387K | $431.72 |
| 2025 Q1 | ADDED | 911 | +169 | +22.8% | 0.04% | $463K | $494.01 |
| 2024 Q4 | REDUCED | 742 | -75 | -9.2% | 0.04% | $352K | $458.04 |
| 2024 Q3 | ADDED | 817 | +152 | +22.9% | 0.04% | $402K | $472.82 |
| 2024 Q2 | INITIATED | 665 | — | — | 0.04% | $308K | — |
As of 2025 Q4 — sorted by position size