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

Renaissance Technologies’s WSO Holdings & Trades

First Buy
Q2 2013
Duration Held
42 Quarters
Largest Add
Q4 2018
+210,502 Shares
Current Position
305,280 Shares
$102.86 M Value

Renaissance Technologies's WSO Position Overview

Renaissance Technologies (via Renaissance Technologies LLC) currently holds 305,280 shares of Watsco, Inc. (WSO) worth $102.86 M, representing 0.16% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 42 quarters.

Based on 13F filings since 2013, Renaissance Technologies has maintained a long-term strategic position in WSO, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2018, adding 210,502 shares. Largest reduction occurred in Q2 2019, reducing 296,523 shares.

Analysis based on 13F filings available since 2013 Q2

Renaissance Technologies's Watsco (WSO) Holding Value Over Time

Track share changes against reported price movement

Quarterly Watsco (WSO) Trades by Renaissance Technologies

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +22,000 Add 0.00% 22,000 $83.95
Q3 2013 -17,200 Reduce 78.18% 4,800 $94.17
Q4 2013 +168,300 Add 3506.25% 173,100 $96.06
Q1 2014 +51,164 Add 29.56% 224,264 $99.91
Q2 2014 -128,164 Reduce 57.15% 96,100 $102.76
Q3 2014 -43,400 Reduce 45.16% 52,700 $86.19
Q4 2014 -52,700 Sold Out 0 $0.00
Q4 2015 +37,400 New Buy 37,400 $117.14
Q1 2016 +192,300 Add 514.17% 229,700 $134.74
Q2 2016 -103,800 Reduce 45.19% 125,900 $140.69
Q3 2016 -44,900 Reduce 35.66% 81,000 $140.90
Q4 2016 -24,800 Reduce 30.62% 56,200 $148.11
Q1 2017 +69,200 Add 123.13% 125,400 $143.18
Q2 2017 -125,400 Sold Out 0 $0.00
Q4 2017 +186,900 New Buy 186,900 $170.04
Q1 2018 -79,100 Reduce 42.32% 107,800 $180.97
Q2 2018 -107,800 Sold Out 0 $0.00
Q4 2018 +210,502 New Buy 210,502 $139.14
Q1 2019 +102,598 Add 48.74% 313,100 $143.21
Q2 2019 -296,523 Reduce 94.71% 16,577 $163.54
Q3 2019 -10,477 Reduce 63.20% 6,100 $169.18
Q4 2019 +20,500 Add 336.07% 26,600 $180.15
Q1 2020 +66,642 Add 250.53% 93,242 $158.03
Q2 2020 +39,900 Add 42.79% 133,142 $177.70
Q3 2020 +56,126 Add 42.15% 189,268 $232.89
Q4 2020 -34,368 Reduce 18.16% 154,900 $226.55
Q1 2021 +20,600 Add 13.30% 175,500 $260.75
Q2 2021 -125,800 Reduce 71.68% 49,700 $286.64
Q3 2021 +50,400 Add 101.41% 100,100 $264.62
Q4 2021 +42,600 Add 42.56% 142,700 $312.88
Q1 2022 -23,500 Reduce 16.47% 119,200 $304.64
Q2 2022 -21,300 Reduce 17.87% 97,900 $238.82
Q3 2022 +69,600 Add 71.09% 167,500 $257.46
Q4 2022 +45,900 Add 27.40% 213,400 $0.25
Q1 2023 -173,200 Reduce 81.16% 40,200 $0.32
Q2 2023 -40,200 Sold Out 0 $0.00
Q3 2024 +26,600 New Buy 26,600 $491.88
Q4 2024 +35,800 Add 134.59% 62,400 $473.89
Q1 2025 -24,400 Reduce 39.10% 38,000 $508.30
Q2 2025 +10,700 Add 28.16% 48,700 $441.62
Q3 2025 +89,500 Add 183.78% 138,200 $404.30
Q4 2025 +167,080 Add 120.90% 305,280 $336.95

Renaissance Technologies's Watsco Investment FAQs

Renaissance Technologies first purchased Watsco, Inc. (WSO) in Q2 2013, acquiring 22,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Renaissance Technologies has held Watsco, Inc. (WSO) for 42 quarters since Q2 2013.

Renaissance Technologies's largest addition to Watsco, Inc. (WSO) was in Q4 2018, adding 210,502 shares worth $29.29 M.

According to the latest 13F filing for Q4 2025, Renaissance Technologies's firm, Renaissance Technologies LLC, owns 305,280 shares of Watsco, Inc. (WSO), valued at approximately $102.86 M.

As of the Q4 2025 filing, Watsco, Inc. (WSO) represents approximately 0.16% of Renaissance Technologies's publicly disclosed stock portfolio, making it one of their key holdings.

Renaissance Technologies's peak holding in Watsco, Inc. (WSO) was 313,100 shares, as reported at the end of Q1 2019.