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NYSE · Consumer Discretionary

Watsco Inc WSO

Watsco, Inc., together with its subsidiaries, engages in the distribution of air conditioning, heating, and refrigeration equipment, and related parts and supplies in the United States, Canada, Latin America, and the Caribbean. It distributes equipment, including residential ducted and ductless air conditioners, such as gas, electric, and oil furnaces; commercial air conditioning and heating equipment systems; and other specialized equipment.

Sources StockAnalysis company profile stockanalysis.com
Industrial Machinery/Components

Company profile

Business mix

  • It distributes equipment, including residential ducted and ductless air conditioners, such as gas, electric, and oil furnaces; commercial air conditioning and heating equipment systems; and other specialized equipment.
  • The company also offers parts comprising replacement compressors, evaporator coils, motors, and other component parts.
  • It serves contractors and dealers that service the replacement and new construction markets for residential and light commercial central air conditioning, heating, and refrigeration systems.
  • Watsco, Inc. was incorporated in 1956 and is headquartered in Miami, Florida.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in industrial distribution?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 30.48 FCF 4.6% Buyback -0.54%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baillie Gifford legacy James Anderson 0.4% $413.7M 2026-03-31
Markel Group Tom Gayner 1.8% $211.8M 2026-03-31

Recent trading changes over the last 1 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 2 Last 1 13F filing periods
Net reducers 1 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $81.6M Estimated from net added shares
Reduction amount $11.0M Estimated from net reduced shares
Net share change / base shares +13.0% +199,402 / 1,537,217
Baillie Gifford legacy James Anderson 1 filing periods
13F 2026-03-31 Filed 2026-05-08
Major increase Shares 24.0% 13F value change +$104.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 917,492 Last 1 periods +219,766 (+24.0%) Total shares 1,137,258 Value $413.7M
Markel Group Tom Gayner 1 filing periods
13F 2026-03-31 Filed 2026-05-01
Minor increase Shares 0.8% 13F value change +$17.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 577,669 Last 1 periods +4,500 (+0.8%) Total shares 582,169 Value $211.8M
Gotham Asset Management Joel Greenblatt 1 filing periods
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -59.1% 13F value change -$13.8M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 42,056 Last 1 periods -24,864 (-59.1%) Total shares 17,192 Value $7.6M

Recent mentions

No public mentions.