Tom Gayner's WSO Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 577,669 shares of Watsco, Inc. (WSO) worth $194.65 M, representing 1.55% of the portfolio. First purchased in 2014-Q4, this long-term strategic position has been held for 45 quarters.
Based on 13F filings since 2013, Tom Gayner has maintained a long-term strategic position in WSO, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2015, adding 56,000 shares. Largest reduction occurred in Q2 2025, reducing 25,331 shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's Watsco (WSO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Watsco (WSO) Trades by Tom Gayner
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2014 | +2,000 | New Buy | 2,000 | $107.00 |
| Q1 2015 | +56,000 | Add 2800.00% | 58,000 | $125.71 |
| Q2 2015 | +35,000 | Add 60.34% | 93,000 | $123.74 |
| Q3 2015 | +16,000 | Add 17.20% | 109,000 | $118.48 |
| Q4 2015 | +16,000 | Add 14.68% | 125,000 | $117.13 |
| Q1 2016 | +2,400 | Add 1.92% | 127,400 | $134.74 |
| Q2 2016 | +23,100 | Add 18.13% | 150,500 | $140.69 |
| Q3 2016 | +27,000 | Add 17.94% | 177,500 | $140.90 |
| Q4 2016 | +11,500 | Add 6.48% | 189,000 | $148.12 |
| Q1 2017 | +9,500 | Add 5.03% | 198,500 | $143.18 |
| Q2 2017 | +21,000 | Add 10.58% | 219,500 | $154.20 |
| Q3 2017 | +16,000 | Add 7.29% | 235,500 | $161.07 |
| Q1 2018 | +23,000 | Add 9.77% | 258,500 | $180.97 |
| Q2 2018 | +17,500 | Add 6.77% | 276,000 | $178.28 |
| Q3 2018 | +16,000 | Add 5.80% | 292,000 | $178.10 |
| Q4 2018 | +3,000 | Add 1.03% | 295,000 | $139.14 |
| Q1 2019 | +34,000 | Add 11.53% | 329,000 | $143.21 |
| Q2 2019 | +27,000 | Add 8.21% | 356,000 | $163.53 |
| Q3 2019 | +20,500 | Add 5.76% | 376,500 | $169.18 |
| Q4 2019 | +11,000 | Add 2.92% | 387,500 | $180.15 |
| Q1 2020 | +9,500 | Add 2.45% | 397,000 | $158.03 |
| Q4 2020 | +2,000 | Add 0.50% | 399,000 | $226.55 |
| Q1 2021 | +4,500 | Add 1.13% | 403,500 | $260.75 |
| Q2 2021 | +3,000 | Add 0.74% | 406,500 | $286.64 |
| Q3 2021 | +7,750 | Add 1.91% | 414,250 | $264.62 |
| Q4 2021 | +4,500 | Add 1.09% | 418,750 | $312.88 |
| Q2 2022 | +25,000 | Add 5.97% | 443,750 | $238.82 |
| Q3 2022 | +18,500 | Add 4.17% | 462,250 | $257.46 |
| Q4 2022 | +38,000 | Add 8.22% | 500,250 | $249.40 |
| Q1 2023 | +28,500 | Add 5.70% | 528,750 | $318.16 |
| Q2 2023 | +10,500 | Add 1.99% | 539,250 | $381.47 |
| Q3 2023 | +6,500 | Add 1.21% | 545,750 | $377.72 |
| Q4 2023 | +11,000 | Add 2.02% | 556,750 | $428.47 |
| Q1 2024 | +9,500 | Add 1.71% | 566,250 | $431.97 |
| Q2 2024 | +5,000 | Add 0.88% | 571,250 | $463.24 |
| Q3 2024 | +11,250 | Add 1.97% | 582,500 | $491.88 |
| Q4 2024 | +8,000 | Add 1.37% | 590,500 | $473.89 |
| Q2 2025 | -25,331 | Reduce 4.29% | 565,169 | $441.62 |
| Q4 2025 | +12,500 | Add 2.21% | 577,669 | $336.95 |
Tom Gayner's Watsco Investment FAQs
Tom Gayner first purchased Watsco, Inc. (WSO) in Q4 2014, acquiring 2,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Gayner has held Watsco, Inc. (WSO) for 45 quarters since Q4 2014.
Tom Gayner's largest addition to Watsco, Inc. (WSO) was in Q1 2015, adding 58,000 shares worth $7.29 M.
According to the latest 13F filing for Q4 2025, Tom Gayner's firm, Markel Group Inc., owns 577,669 shares of Watsco, Inc. (WSO), valued at approximately $194.65 M.
As of the Q4 2025 filing, Watsco, Inc. (WSO) represents approximately 1.55% of Tom Gayner's publicly disclosed stock portfolio, making it one of their key holdings.
Tom Gayner's peak holding in Watsco, Inc. (WSO) was 590,500 shares, as reported at the end of Q4 2024.