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Bares Capital Management’s Watsco Inc WSO Stock Holding History

Bares Capital Management’s Portfolio WSO Stock Details WSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$18.2K Hold
45
– – ﹤0.01% 21
2025
Q2 		$19.9K Buy
45
+12
+36% +$5.57K ﹤0.01% 19
2025
Q1 		$16.8K Buy
+33
New +$16.3K ﹤0.01% 18

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bares Capital Management's WSO Position: Q3 2025 in Review

Bares Capital Management held its Watsco Inc (WSO) position steady in Q3 2025 at 45 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #21.

Bares Capital Management first reported a position in WSO in Q1 2025 and has held it in 3 quarters since. The position peaked at $19.9K in Q2 2025. 778 funds tracked by Wall St. Rank hold WSO as of Q3 2025.

  • Bares Capital Management held 45 shares of Watsco Inc worth $18.2K as of Q3 2025.
  • Bares Capital Management left its Watsco Inc share count unchanged in Q3 2025.
  • Watsco Inc made up ﹤0.01% of Bares Capital Management's portfolio in Q3 2025, its #21 holding.
  • Bares Capital Management first reported a position in Watsco Inc in Q1 2025 and has held it in 3 quarters since.
  • Bares Capital Management's Watsco Inc position peaked at $19.9K in Q2 2025.
  • 778 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2025.

Based on Bares Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.