Joel Greenblatt's WSO Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 12,281 shares of Watsco, Inc. (WSO) worth $4.97 M, representing 0.02% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 41 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in WSO, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2014, adding 98,887 shares. Largest reduction occurred in Q3 2014, reducing 79,236 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Watsco (WSO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Watsco (WSO) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2013 | +16,806 | New Buy | 16,806 | $94.25 |
| Q4 2013 | -7,194 | Reduce 42.81% | 9,612 | $96.03 |
| Q1 2014 | -9,612 | Sold Out | 0 | $0.00 |
| Q2 2014 | +98,887 | New Buy | 98,887 | $102.76 |
| Q3 2014 | -79,236 | Reduce 80.13% | 19,651 | $86.20 |
| Q4 2014 | -11,960 | Reduce 60.86% | 7,691 | $107.01 |
| Q1 2015 | -7,691 | Sold Out | 0 | $0.00 |
| Q4 2015 | +16,782 | New Buy | 16,782 | $117.15 |
| Q1 2016 | +33,327 | Add 198.59% | 50,109 | $134.75 |
| Q2 2016 | -42,935 | Reduce 85.68% | 7,174 | $140.65 |
| Q3 2016 | -7,174 | Sold Out | 0 | $0.00 |
| Q1 2017 | +5,363 | New Buy | 5,363 | $143.20 |
| Q2 2017 | -5,363 | Sold Out | 0 | $0.00 |
| Q4 2017 | +42,191 | New Buy | 42,191 | $170.04 |
| Q1 2018 | +29,956 | Add 71.00% | 72,147 | $180.96 |
| Q2 2018 | -72,147 | Sold Out | 0 | $0.00 |
| Q2 2019 | +1,387 | New Buy | 1,387 | $163.66 |
| Q3 2019 | -1,387 | Sold Out | 0 | $0.00 |
| Q1 2020 | +1,323 | New Buy | 1,323 | $157.97 |
| Q2 2020 | -1,323 | Sold Out | 0 | $0.00 |
| Q3 2020 | +7,764 | New Buy | 7,764 | $232.87 |
| Q4 2020 | +2,452 | Add 31.58% | 10,216 | $226.51 |
| Q1 2021 | -7,796 | Reduce 76.31% | 2,420 | $260.74 |
| Q2 2021 | -1,130 | Reduce 46.69% | 1,290 | $286.82 |
| Q3 2021 | +292 | Add 22.64% | 1,582 | $264.85 |
| Q4 2021 | +4,091 | Add 258.60% | 5,673 | $312.89 |
| Q1 2022 | -2,553 | Reduce 45.00% | 3,120 | $304.49 |
| Q2 2022 | +537 | Add 17.21% | 3,657 | $238.72 |
| Q3 2022 | +3,077 | Add 84.14% | 6,734 | $257.50 |
| Q4 2022 | +1,709 | Add 25.38% | 8,443 | $249.40 |
| Q1 2023 | +3,665 | Add 43.41% | 12,108 | $318.16 |
| Q2 2023 | -2,518 | Reduce 20.80% | 9,590 | $381.47 |
| Q3 2023 | -113 | Reduce 1.18% | 9,477 | $377.72 |
| Q4 2023 | +4,330 | Add 45.69% | 13,807 | $428.47 |
| Q1 2024 | +1,357 | Add 9.83% | 15,164 | $431.97 |
| Q2 2024 | +5,326 | Add 35.12% | 20,490 | $463.24 |
| Q3 2024 | -862 | Reduce 4.21% | 19,628 | $491.88 |
| Q4 2024 | +7,448 | Add 37.95% | 27,076 | $473.89 |
| Q1 2025 | +14,980 | Add 55.33% | 42,056 | $508.30 |
| Q2 2025 | -24,864 | Reduce 59.12% | 17,192 | $441.62 |
| Q3 2025 | -4,911 | Reduce 28.57% | 12,281 | $404.30 |
Joel Greenblatt's Watsco Investment FAQs
Joel Greenblatt first purchased Watsco, Inc. (WSO) in Q3 2013, acquiring 16,806 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Watsco, Inc. (WSO) for 41 quarters since Q3 2013.
Joel Greenblatt's largest addition to Watsco, Inc. (WSO) was in Q2 2014, adding 98,887 shares worth $10.16 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 12,281 shares of Watsco, Inc. (WSO), valued at approximately $4.97 M.
As of the Q3 2025 filing, Watsco, Inc. (WSO) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Watsco, Inc. (WSO) was 98,887 shares, as reported at the end of Q2 2014.