Watsco Class BWSO.B
About: Watsco is the largest heating, ventilation, air conditioning, and refrigeration products distributor in North America. The company primarily operates in the United States (90% of 2023 revenue) with significant exposure in the Sunbelt states. Watsco also has operations in Canada (5% of sales) and Latin America (5% of sales). The company's customer base consists of more than 125,000 contractors that serve the replacement and new construction HVACR markets for residential and light commercial applications.
Employees: 7,425
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
0.06% less ownership
Funds ownership: 0.49% [Q1] → 0.43% (-0.06%) [Q2]
7% less capital invested
Capital invested by funds: $11.8M [Q1] → $11M (-$809K) [Q2]
25% less funds holding
Funds holding: 12 [Q1] → 9 (-3) [Q2]
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Research analyst outlook
We haven’t received any recent analyst ratings for WSO.B.
Financial journalist opinion
We haven’t received any recent news articles for WSO.B.