Stock

WSO

WATSCO INC

IndustrialsTrading Companies & DistributorsLatest close $3925 of 27 marquee funds currently hold1 CUSIP mapped

Current holders

27 funds tracked

Ever held

Current + past

New this quarter

Exited this quarter

Marquee-fund ownership over time

Aug 12, 2020May 14, 2021May 14, 2024May 15, 2026

Now

This quarter's activity

New positions opened

None.

Positions exited

D.E. Shaw
Q2 2026 · -11%
EXIT

Current holders

Sorted by tenure (longest first)

Fund	First disclosed	Held	Entry price	Latest close	Return on entry
Citadel Advisors	Q3 2024(8Q snapshot)	7Q	$453	$392	-14%
AQR Capital Management	Q3 2024(8Q snapshot)	7Q	$453	$392	-14%
Millennium Management	Q3 2024(8Q snapshot)	7Q	$453	$392	-14%
Renaissance Technologies	Q4 2024(8Q snapshot)	6Q	$521	$392	-25%
Two Sigma Investments	Q3 2025(8Q snapshot)	3Q	$412	$392	-5%

“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.

Past holders

Funds that exited at some point

Fund	Last entry	Exited	Entry → Exit	Return
D.E. Shaw	Q3 2024	Q2 2026	→ $403	-11%
Bridgewater Associates 2× in & out	Q4 2023	Q2 2024	→ $459	+31%
Maverick Capital 3× in & out	Q2 2023	Q3 2023	→ $336	+8%

Insider activity

Form 4 — officers, directors, 10%+ owners

Filed within two business days of each transaction by anyone with material insider status at WATSCO INC. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.

Filings · last 30d

Filings · last 90d

Total on file

324

Recent SEC buffer

Most recent

Mar 13, 2026

30d / 90d windows measured from Mar 13, 2026 — the most recent Form 4 on file — not from today.

Showing 15 of 324 recent Form 4 filings. Browse all on EDGAR ↗

Fundamentals

XBRL · WATSCO INC

Annual figures sourced directly from WATSCO INC's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.

Revenue

$7.24B

FY2025-5% YoY

Net income

$496.99M

FY2025-7% YoY

EPS (diluted)

$12.25

FY2025-8% YoY

Free cash flow(?)

$535.06M

FY2025-28% YoY

Recent SEC filings

10-K · 10-Q · 8-K · 13D/G · proxy

The most recent material filings for WATSCO INC — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.

Trade history

Every open→close lifecycle across tracked funds

Fund	Open date	Close date	Open price	Close price / current	Return
Two Sigma Investments	Q3 2025	open	$412	$392	-5%
Renaissance Technologies	Q4 2024	open	$521	$392	-25%
Citadel Advisors	Q3 2024	open	$453	$392	-14%
D.E. Shaw	Q3 2024	Q2 2026	$453	$403	-11%
AQR Capital Management	Q3 2024	open	$453	$392	-14%
Millennium Management	Q3 2024	open	$453	$392	-14%
Bridgewater Associates	Q4 2023	Q2 2024	$351	$459	+31%
Maverick Capital	Q2 2023	Q3 2023	$310	$336	+8%
Maverick Capital	Q1 2021	Q2 2021	$211	$258	+23%
Maverick Capital	Q3 2020	Q4 2020	$202	$202	-0%
Bridgewater Associates	Q3 2020	Q2 2021	$203	$259	+28%

Caveats

Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
“Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.