Follow-The-Filings

Security · featured owners

WSO Watsco Inc.

Industrials COM Equity as of 2026 Q2 among managers we track

  • 3 Owners
  • Max 1.9%
  • $277M
  • 1 new 2 add

WSO (Watsco Inc.) is held in 3 featured 13F books as of 2026 Q2. Thomas Gayner - Markel Group is the largest tracked holder by portfolio weight (1.9%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 1.9% (Thomas Gayner - Markel Group) · not free-float ownership

  1. Thomas Gayner add 1.9%
  2. Francois Rochon new 0.92%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Thomas Gayner - Markel Group 2026 Q2 1.9% Add +2.7% 597,750 $249M history
Francois Rochon - Giverny Capital 2026 Q2 0.92% New 0.92% 65,975 $27M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 <0.01% Add +18.5% 269 $112K history

SEC filings

Recent issuer filings from EDGAR · 20 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q
8-K 2.02,7.01,9.01
424B7
8-K 9.01
8-K/A 3.02
8-K 5.07
10-Q
8-K 3.02
8-K 2.02,7.01,9.01
10-K
8-K 2.02,7.01,9.01
10-Q
8-K 2.02,7.01,9.01
10-Q
8-K 2.02,7.01,9.01
8-K 5.07
10-Q
8-K 2.02,7.01,9.01
10-K
8-K 2.02,7.01,9.01

Insider forms

Form 3 / 4 / 5 from EDGAR · 13 rows shown

Filed Form Detail Links
4 Period Mar 11, 2026 · 4 forms
4 Period Jan 7, 2026
4 Period Dec 12, 2025
4 Period Dec 5, 2025
4 Period Jul 24, 2025
4 Period Jun 10, 2025
4 Period May 15, 2025
4 Period May 12, 2025
4 Period Mar 13, 2025 · 4 forms
4 Period Mar 5, 2025 · 2 forms
4 Period Mar 1, 2025
4 Period Feb 11, 2025
4 Period Jan 7, 2025

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the 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

ownership over time

filing count by report period · click a bar for that quarter’s holders