Follow-The-Filings

Security

WSO

Watsco Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

14 owners 2 new 1 exit max 1.9% (Thomas Gayner - Markel Gr...)

grid → activity →
owners 14
max % 1.9%
tracked value $1.8B
qoq N 2 A 8 R 3 E 1

Conviction

Largest portfolio weights among featured holders · not free-float ownership

  1. Thomas Gayner 1.9%
  2. Two Sigma Investments 0.2%
  3. Renaissance Technologies 0.1%
  4. Joel Greenblatt 0.07%
  5. Natixis Advisors 0.03%
  6. Vanguard Group 0.02%
  7. Norges Bank 0.01%
  8. Israel Englander 0.01%
  9. Marshall Wace 0.01%

holders

sorted by % of portfolio · long equity only · exits show last held size

history
Thomas Gayner - Markel Group Inc. 2026 Q2 stale 1.9% Add +2.7% 597,750 $249M hist
Two Sigma Investments, LP 2025 Q4 stale 0.2% Add +133.9% 404,803 $136M hist
Renaissance Technologies LLC 2026 Q1 0.1% Reduce −29.1% 216,400 $79M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.07% Add +136.6% 63,568 $23M hist
Natixis Advisors, LLC 2026 Q1 0.03% Add +11.0% 63,225 $23M hist
Vanguard Group Inc. 2025 Q4 stale 0.02% Reduce −0.8% 3,523,522 $1.2B hist
Norges Bank 2025 Q4 stale 0.01% Add +71.3% 328,989 $111M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.01% Add +64.9% 46,769 $17M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.01% New 0.0% 14,330 $5M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0% Add +41.5% 21,160 $8M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0% Reduce −72.8% 16,777 $6M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0% New 0.0% 667 $243 hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0% Add +120.4% 227 $83 hist
Ancora Advisors LLC 2026 Q1 0% — 15 $5 hist
D. E. Shaw & Co., Inc. exited 2026 Q1 last 2025 Q4 0.01% Exit −0.01 pp 62,727 $21M hist

14 current · 1 exited last period · options excluded

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 non-current liabilities — — —
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) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

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