Francois Rochon's WSO Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 65,975 shares of Watsco, Inc. (WSO) worth $27.49 M, representing 0.92% of the portfolio. First purchased in 1970-Q1, this long-term strategic position has been held for 226 quarters.
Based on 13F filings since 2013, Francois Rochon has maintained a long-term strategic position in WSO, representing a significant commitment to this investment thesis. Largest reduction occurred in Q2 2026, reducing 320,670 shares.
Analysis based on 13F filings available since 2013 Q2
Francois Rochon's Watsco (WSO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Watsco (WSO) Trades by Francois Rochon
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +65,975 | New Buy | 65,975 | $416.73 |
| Q1 1970 | +386,645 | Add 0.00% | 386,645 | $71.11 |
Francois Rochon's Watsco Investment FAQs
Francois Rochon first purchased Watsco, Inc. (WSO) in Q1 1970, acquiring 386,645 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon has held Watsco, Inc. (WSO) for 226 quarters since Q1 1970.
Francois Rochon's largest addition to Watsco, Inc. (WSO) was in Q1 1970, adding 386,645 shares worth $27.49 M.
According to the latest 13F filing for Q2 2026, Francois Rochon's firm, Giverny Capital Inc., owns 65,975 shares of Watsco, Inc. (WSO), valued at approximately $27.49 M.
As of the Q2 2026 filing, Watsco, Inc. (WSO) represents approximately 0.92% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings.
Francois Rochon's peak holding in Watsco, Inc. (WSO) was 386,645 shares, as reported at the end of Q1 1970.