Which hedge funds own WSO? WATSCO INC, Q2 2026 13F holders
40 tracked hedge funds disclosed a position in WSO (WATSCO INC) in their Q2 2026 13F filings, worth $1.1bn in total. The largest holder by portfolio weight is Markel Group at 1.9% of its book. 14 opened a new position this quarter: Regents Gate Capital LLP, Semanteon Capital Management, LP, Findlay Park Partners, Giverny Capital (François Rochon). 15 exited: TradeLink Capital LLC, Junto Capital Management LP, Lombard Odier Asset Management (USA) Corp.
- 40
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 14
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 15
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $148m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $68.4m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $1.1bn
- Combined value Sum of the holders' reported positions in the security.
- 3.2%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
| Markel Group Investment holding company | 1.9% | +2.7% | added |
| Regents Gate Capital LLP Hedge fund | 1.8% | – | new |
| Prospect Capital Advisors, LLC Hedge fund | 1.5% | 0.0% | held |
| Intrinsic Edge Capital Management LLC Hedge fund | 1.3% | −38% | reduced |
| Semanteon Capital Management, LP Hedge fund | 1.2% | – | new |
| Findlay Park Partners Long-only investor | 1.1% | – | new |
| Giverny Capital (François Rochon) Long-only investor | 0.9% | – | new |
| SG Capital Management LLC Hedge fund | 0.8% | −87% | reduced |
| Baillie Gifford Long-only investor | 0.4% | −0.7% | reduced |
| Bayforest Capital Ltd Hedge fund | 0.2% | – | new |
| Sandler Capital Management Hedge fund | 0.2% | – | new |
| Numerai GP LLC Hedge fund | 0.2% | −6.4% | reduced |
| iSAM Funds (UK) Ltd Hedge fund | 0.2% | – | new |
| Landscape Capital Management, L.L.C. Hedge fund | 0.1% | −47% | reduced |
| Oak Thistle LLC Hedge fund | 0.1% | −34% | reduced |
| Renaissance Technologies LLC Hedge fund | 0.09% | −30% | reduced |
| Bridgewater Associates, LP Hedge fund | 0.08% | – | new |
| Whetstone Capital Advisors, LLC Hedge fund | 0.07% | 0.0% | held |
| Graham Capital Management, L.P. Hedge fund | 0.07% | +286% | added |
| 111 Capital Hedge fund | 0.04% | – | new |
| Voleon Capital Management LP Hedge fund | 0.04% | −53% | reduced |
| Two Sigma Investments, LP Hedge fund | 0.03% | −68% | reduced |
| IFM Investors Pty Ltd Hedge fund | 0.02% | +19% | added |
| Squarepoint Ops LLC Hedge fund | 0.02% | – | new |
| Tudor Investment Corp ET AL Hedge fund | 0.02% | – | new |
| AQR Capital Management LLC Hedge fund | 0.01% | +237% | added |
| Schonfeld Strategic Advisors LLC Hedge fund | 0.01% | – | new |
| Marshall Wace, LLP Hedge fund | 0.01% | +87% | added |
| Centiva Capital, LP Hedge fund | 0.01% | −85% | reduced |
| Citadel Advisors LLC Hedge fund | 0.01% | +83% | added |
| Elequin Capital, LP Hedge fund | 0.01% | +544% | added |
| Quarry LP Hedge fund | 0.01% | −36% | reduced |
| Freestone Grove Partners LP Hedge fund | 0.01% | −91% | reduced |
| Boothbay Fund Management, LLC Hedge fund | 0.0% | −60% | reduced |
| Trexquant Investment LP Hedge fund | 0.0% | – | new |
| Woodline Partners LP Hedge fund | 0.0% | +46% | added |
| Millennium Management LLC Hedge fund | 0.0% | −82% | reduced |
| WCM Investment Management Long-only investor | 0.0% | −27% | reduced |
| CVA Family Office, LLC Family office | 0.0% | +189% | added |
| Walleye Capital LLC Hedge fund | 0.0% | – | new |
Exited since the previous filing
| TradeLink Capital LLC | 8.6% | $1.1m |
| Junto Capital Management LP | 1.1% | $52.8m |
| Lombard Odier Asset Management (USA) Corp | 0.2% | $322k |
| Atom Investors LP | 0.2% | $2.1m |
| Delta Global Management LP | 0.08% | $999k |
| Entropy Technologies, LP | 0.07% | $1.4m |
| Catalyst Funds Management Pty Ltd | 0.04% | $235k |
| Verition Fund Management LLC | 0.03% | $3.3m |
| FNY Investment Advisers, LLC | 0.03% | $72.0k |
| Quantbot Technologies LP | 0.03% | $707k |
| Caxton Associates LLP | 0.02% | $1.0m |
| Aquatic Capital Management LLC | 0.02% | $759k |
| Jain Global LLC | 0.02% | $1.2m |
| Y-Intercept (Hong Kong) Ltd | 0.01% | $589k |
| Arrowstreet Capital, Limited Partnership | 0.0% | $1.7m |
Ownership over time
Who discovered WSO first? Beta
The run: Q1 2003 → Q1 2006, +419%
| Prospect Capital Advisors, LLC | Q2 2022 | – | +2.2 pts |
| Markel Group | Q3 2020 | – | +2.1 pts |
| 1060 Capital, LLC high conviction | Q1 2017 | – | +0.7 pts |
| Lighthouse Investment Partners, LLC | Q2 2022 | – | +0.4 pts |
| Landscape Capital Management, L.L.C. | Q3 2023 | – | +0.4 pts |
| Carlson Capital, L.P. | Q2 2019 | – | 0.0 pts |
| Sandler Capital Management | Q2 2017 | – | 0.0 pts |
| Crown Advisors Management, Inc. | Q3 2024 | – | −0.2 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.