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Watsco, Inc.

WSO Industrials
$403.15 $-12.93 (-3.11%)
Market Cap: $16.39 B
Gurus Holding
5
Popularity Rank
#1976
% of Shares Held
2.17%
Net Activity (Q1 2026)
-$37.53 M

Guru Ownership Trend

Guru Analysis for Watsco, Inc. (WSO)

Watsco, Inc. (WSO), a key player in the Industrials sector, continues to attract institutional attention.

As of Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $356.37 M.

Top institutional holders include Tom Gayner and Renaissance Technologies (RenTech).

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $37.53 M net outflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 136.7%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 29.1%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$17.46 M
Total Buy Value
New Buys 1
Additions 3
-$54.99 M
Total Sell Value
Reductions 1
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
3
Net Buyers
4

FAQs for Watsco, Inc. (WSO)

Major holders include Tom Gayner ($211.79 M), Renaissance Technologies (RenTech) ($78.72 M), Joel Greenblatt ($23.13 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 883,964 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $37.53 M, with 4 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited WSO. The total reported sell value was $54.99 M.

Yes, 1 managers opened new positions in WSO, and 3 increased their existing holdings. The total reported buy value was $17.46 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.77% Add 0.8% 582,169 $211.79 M Q1 2026
0.12% Reduce -29.1% 216,400 $78.72 M Q1 2026
0.07% Add 136.7% 63,568 $23.13 M Q1 2026
0.00% Add 41.5% 21,160 $7.58 M Q1 2026
0.00% New Buy 667 $242,864 Q1 2026
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