S&P 500: 681.75 +0.1% NASDAQ 100: 601.92 +0.2% Dow Jones: 495.28 +0.1%

Cliff Asness’s WSO Holdings & Trades

First Buy
Q4 2013
Duration Held
44 Quarters
Largest Add
Q3 2020
+76,878 Shares
Current Position
9,022 Shares
$3.62 M Value

Cliff Asness's WSO Position Overview

Cliff Asness (via Aqr Capital Management LLC) currently holds 9,022 shares of Watsco, Inc. (WSO) worth $3.62 M, representing 0.00% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 44 quarters.

Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in WSO, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2020, adding 76,878 shares. Largest reduction occurred in Q2 2017, reducing 93,725 shares.

Analysis based on 13F filings available since 2013 Q2

Cliff Asness's Watsco (WSO) Holding Value Over Time

Track share changes against reported price movement

Quarterly Watsco (WSO) Trades by Cliff Asness

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2013 +7,000 New Buy 7,000 $96.00
Q1 2014 +11,900 Add 170.00% 18,900 $99.89
Q2 2014 -18,900 Sold Out 0 $0.00
Q3 2015 +1,775 New Buy 1,775 $118.31
Q4 2015 +22,800 Add 1284.51% 24,575 $117.11
Q1 2016 +10,520 Add 42.81% 35,095 $134.75
Q2 2016 +25,985 Add 74.04% 61,080 $140.68
Q3 2016 +59,952 Add 98.15% 121,032 $140.90
Q4 2016 +33,369 Add 27.57% 154,401 $148.12
Q1 2017 -22,264 Reduce 14.42% 132,137 $143.18
Q2 2017 -93,725 Reduce 70.93% 38,412 $154.20
Q3 2017 -9,835 Reduce 25.60% 28,577 $161.07
Q4 2017 -22,051 Reduce 77.16% 6,526 $170.09
Q1 2018 +45 Add 0.69% 6,571 $180.95
Q2 2018 -319 Reduce 4.85% 6,252 $178.34
Q3 2018 -455 Reduce 7.28% 5,797 $178.02
Q4 2018 +574 Add 9.90% 6,371 $139.07
Q1 2019 -134 Reduce 2.10% 6,237 $143.18
Q2 2019 -652 Reduce 10.45% 5,585 $163.47
Q3 2019 +553 Add 9.90% 6,138 $167.64
Q4 2019 +994 Add 16.19% 7,132 $180.17
Q1 2020 +203 Add 2.85% 7,335 $158.01
Q2 2020 +1,919 Add 26.16% 9,254 $174.95
Q3 2020 +76,878 Add 830.75% 86,132 $232.89
Q4 2020 +32,478 Add 37.71% 118,610 $226.00
Q1 2021 -5,444 Reduce 4.59% 113,166 $260.75
Q2 2021 +8,294 Add 7.33% 121,460 $283.95
Q3 2021 +15,849 Add 13.05% 137,309 $264.62
Q4 2021 -6,587 Reduce 4.80% 130,722 $308.03
Q1 2022 -20,005 Reduce 15.30% 110,717 $304.64
Q2 2022 -41,346 Reduce 37.34% 69,371 $236.93
Q3 2022 -46,754 Reduce 67.40% 22,617 $256.05
Q4 2022 -372 Reduce 1.64% 22,245 $249.40
Q1 2023 +3,656 Add 16.44% 25,901 $318.16
Q2 2023 -12,135 Reduce 46.85% 13,766 $378.09
Q3 2023 -902 Reduce 6.55% 12,864 $377.72
Q4 2023 -391 Reduce 3.04% 12,473 $428.48
Q1 2024 +5,732 Add 45.96% 18,205 $431.98
Q2 2024 -3,055 Reduce 16.78% 15,150 $463.23
Q3 2024 +6,711 Add 44.30% 21,861 $489.46
Q4 2024 +3,306 Add 15.12% 25,167 $473.89
Q1 2025 +7,050 Add 28.01% 32,217 $491.50
Q2 2025 +13,438 Add 41.71% 45,655 $435.59
Q3 2025 -36,633 Reduce 80.24% 9,022 $401.30

Cliff Asness's Watsco Investment FAQs

Cliff Asness first purchased Watsco, Inc. (WSO) in Q4 2013, acquiring 7,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Cliff Asness has held Watsco, Inc. (WSO) for 44 quarters since Q4 2013.

Cliff Asness's largest addition to Watsco, Inc. (WSO) was in Q3 2020, adding 86,132 shares worth $20.06 M.

According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 9,022 shares of Watsco, Inc. (WSO), valued at approximately $3.62 M.

As of the Q3 2025 filing, Watsco, Inc. (WSO) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.

Cliff Asness's peak holding in Watsco, Inc. (WSO) was 154,401 shares, as reported at the end of Q4 2016.