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WSO-B

WATSCO INC

2 managers · $626M total
Data: SEC EDGAR 13F · 2026Q1
Manager holders · last 4 qtrs
2
2025Q2 – 2026Q1 · flat QoQ
Total position
$626M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
Baillie GiffordAdd+23.95%$414M0.42%Long-term growth / Global allocation
MarkelAdd+0.78%$212M1.77%Insurance float / Long-term value
Earnings Calls

No earnings call data yet

FinancialsFY2025 · Source: SEC EDGAR 10-K

5y revenue CAGR 4% · latest net margin 6.9% · FCF consistently positive

Revenue$7.24B
Rev. YoY-5%
Gross margin28%
Net margin6.9%
Net income$0.50B
Free cash flow$0.54B
Operating cash flow$0.57B
ROE17.9%

Source: SEC EDGAR company filings (10-K). Foreign issuers (20-F/IFRS) not yet covered.