Follow The Filings

WSO Watsco Inc.

Industrials, filed as WATSCO INC (COM), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2

  • 1 Owner
  • Max 1.5%
  • $189M
  • 1 add

In 2026 Q3 Thomas Gayner added to Watsco.

Who owns this now

Largest portfolio weights among holders, up to 1.5% (Thomas Gayner, Markel Group). Not free-float ownership.

  1. Thomas Gayner Add 1.5%

Who owns WSO

Sorted by value, long equity only, as of 2026 Q3.

History
Thomas Gayner, Markel Group 1.5% Add +4.2% 623,010 $189M History

1 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by WSO's executives, directors and 10% owners in the last 12 months, from their Form 4s

All WSO insider trades
  • None no insider bought on the open market
  • None no sales outside a trading plan
  • None no planned (10b5-1) sales

No open-market buys or sales on file.

Also filed in the last 12 months, not counted as buying or selling: 4 other transactions, 2 stock grants, 1 share withholding for taxes, 1 gift, and 1 option exercise.

Congress

2 members of Congress traded WSO in the last three years: 2 buys and 2 sales.

All Congress trades
  1. Val T. Hoyle D-OR-4Spouse Sell $1K–$15K Sep 23, 2025 filed Oct 10, 2025
  2. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Aug 13, 2025 filed Sep 12, 2025
  3. Val T. Hoyle D-OR-4Spouse Buy $1K–$15K Oct 29, 2024 filed Sep 12, 2025
  4. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Jun 17, 2025 filed Aug 13, 2025

SEC filings

Recent issuer filings from EDGAR, 25 shown.

Filed Form Detail Links
8-K 1.01,1.02,2.03,9.01 Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
424B7 Filing Doc
8-K/A 3.02 Filing Doc
8-K 9.01 Filing Doc
8-K 3.02 Filing Doc
10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
424B7 Filing Doc
8-K 9.01 Filing Doc
8-K/A 3.02 Filing Doc
8-K 5.07 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
8-K 3.02 Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
DEF 14A Filing Doc
SCHEDULE 13G/A — Filing Doc
10-K Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated 5 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $7.28B $7.62B $7.24B
Gross profit $1.99B $2.04B $2.03B
Gross margin * 27.4% 26.8% 28.0%
Net income $536.34M $536.29M $496.99M
Net margin * 7.4% 7.0% 6.9%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $2.39B $3.08B $2.95B
Total non-current assets * $1.34B $1.4B $1.46B
Total assets $3.73B $4.48B $4.41B
Total current liabilities $712.01M $983.9M $717.74M
Total equity $2.23B $2.66B $2.78B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $561.95M $773.1M $569.61M
Cash from investing -$41.34M -$290.67M -$98.12M
Cash from financing -$460.08M -$158.53M -$568.12M
Net change in cash $62.61M $316.16M -$92.99M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.