Jim Simons’s Watsco Inc WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $78.7M | Sell |
216,400
-88,880
| -29% | -$34.4M | 0.12% | 192 |
|
|
2025
Q4 | $103M | Buy |
305,280
+167,080
| +121% | +$59.7M | 0.16% | 143 |
|
|
2025
Q3 | $55.9M | Buy |
138,200
+89,500
| +184% | +$38.3M | 0.07% | 314 |
|
|
2025
Q2 | $21.5M | Buy |
48,700
+10,700
| +28% | +$4.96M | 0.03% | 683 |
|
|
2025
Q1 | $19.3M | Sell |
38,000
-24,400
| -39% | -$12M | 0.03% | 674 |
|
|
2024
Q4 | $29.6M | Buy |
62,400
+35,800
| +135% | +$18.1M | 0.04% | 491 |
|
|
2024
Q3 | $13.1M | Buy |
+26,600
| New | +$12.8M | 0.02% | 908 |
|
|
2023
Q2 | – | Sell |
-40,200
| Closed | -$12.8M | – | 4313 |
|
|
2023
Q1 | $12.8M | Sell |
40,200
-173,200
| -81% | -$50.9M | 0.02% | 955 |
|
|
2022
Q4 | $53.2M | Buy |
213,400
+45,900
| +27% | +$12.1M | 0.07% | 319 |
|
|
2022
Q3 | $43.1M | Buy |
167,500
+69,600
| +71% | +$18.9M | 0.06% | 365 |
|
|
2022
Q2 | $23.4M | Sell |
97,900
-21,300
| -18% | -$5.61M | 0.03% | 653 |
|
|
2022
Q1 | $36.3M | Sell |
119,200
-23,500
| -16% | -$6.7M | 0.04% | 453 |
|
|
2021
Q4 | $44.6M | Buy |
142,700
+42,600
| +43% | +$12.6M | 0.06% | 369 |
|
|
2021
Q3 | $26.5M | Buy |
100,100
+50,400
| +101% | +$14.1M | 0.03% | 545 |
|
|
2021
Q2 | $14.2M | Sell |
49,700
-125,800
| -72% | -$36M | 0.02% | 952 |
|
|
2021
Q1 | $45.8M | Buy |
175,500
+20,600
| +13% | +$5.08M | 0.06% | 381 |
|
|
2020
Q4 | $35.1M | Sell |
154,900
-34,368
| -18% | -$7.9M | 0.04% | 485 |
|
|
2020
Q3 | $44.1M | Buy |
189,268
+56,126
| +42% | +$12.6M | 0.04% | 422 |
|
|
2020
Q2 | $23.7M | Buy |
133,142
+39,900
| +43% | +$6.6M | 0.02% | 725 |
|
|
2020
Q1 | $14.7M | Buy |
93,242
+66,642
| +251% | +$11.3M | 0.01% | 933 |
|
|
2019
Q4 | $4.79M | Buy |
26,600
+20,500
| +336% | +$3.61M | ﹤0.01% | 1878 |
|
|
2019
Q3 | $1.03M | Sell |
6,100
-10,477
| -63% | -$1.7M | ﹤0.01% | 2581 |
|
|
2019
Q2 | $2.71M | Sell |
16,577
-296,523
| -95% | -$46.6M | ﹤0.01% | 2172 |
|
|
2019
Q1 | $44.8M | Buy |
313,100
+102,598
| +49% | +$14.7M | 0.04% | 564 |
|
|
2018
Q4 | $29.3M | Buy |
+210,502
| New | +$32.1M | 0.03% | 672 |
|
|
2018
Q2 | – | Sell |
-107,800
| Closed | -$19.5M | – | 3563 |
|
|
2018
Q1 | $19.5M | Sell |
107,800
-79,100
| -42% | -$13.7M | 0.02% | 948 |
|
|
2017
Q4 | $31.8M | Buy |
+186,900
| New | +$30.9M | 0.04% | 657 |
|
|
2017
Q2 | – | Sell |
-125,400
| Closed | -$18M | – | 3385 |
|
|
2017
Q1 | $18M | Buy |
125,400
+69,200
| +123% | +$10.4M | 0.03% | 869 |
|
|
2016
Q4 | $8.32M | Sell |
56,200
-24,800
| -31% | -$3.59M | 0.01% | 1358 |
|
|
2016
Q3 | $11.4M | Sell |
81,000
-44,900
| -36% | -$6.43M | 0.02% | 1067 |
|
|
2016
Q2 | $17.7M | Sell |
125,900
-103,800
| -45% | -$13.9M | 0.03% | 779 |
|
|
2016
Q1 | $30.9M | Buy |
229,700
+192,300
| +514% | +$23.3M | 0.06% | 419 |
|
|
2015
Q4 | $4.38M | Buy |
+37,400
| New | +$4.61M | 0.01% | 1582 |
|
|
2014
Q4 | – | Sell |
-52,700
| Closed | -$4.54M | – | 3146 |
|
|
2014
Q3 | $4.54M | Sell |
52,700
-43,400
| -45% | -$4.01M | 0.01% | 1219 |
|
|
2014
Q2 | $9.88M | Sell |
96,100
-128,164
| -57% | -$13M | 0.02% | 846 |
|
|
2014
Q1 | $22.4M | Buy |
224,264
+51,164
| +30% | +$4.94M | 0.05% | 441 |
|
|
2013
Q4 | $16.6M | Buy |
173,100
+168,300
| +3,506% | +$16M | 0.04% | 553 |
|
|
2013
Q3 | $452K | Sell |
4,800
-17,200
| -78% | -$1.57M | ﹤0.01% | 2331 |
|
|
2013
Q2 | $1.85M | Buy |
+22,000
| New | +$1.86M | ﹤0.01% | 1626 |
|
Other funds holding WSO
VPM
VCM
Jim Simons's WSO Position: Q1 2026 in Review
Jim Simons reduced its Watsco Inc (WSO) stake by 29% in Q1 2026, selling an estimated $34.4M and leaving 216,400 shares worth $78.7M. The position accounts for 0.12% of the portfolio, ranked #192.
Jim Simons first reported a position in WSO in Q2 2013 and has held it in 39 quarters since. The position peaked at $103M in Q4 2025. 769 funds tracked by Wall St. Rank hold WSO as of Q1 2026.
- Jim Simons held 216,400 shares of Watsco Inc worth $78.7M as of Q1 2026.
- Jim Simons sold 88,880 Watsco Inc shares in Q1 2026, an estimated $34.4M.
- Watsco Inc made up 0.12% of Jim Simons's portfolio in Q1 2026, its #192 holding.
- Jim Simons first reported a position in Watsco Inc in Q2 2013 and has held it in 39 quarters since.
- Jim Simons's Watsco Inc position peaked at $103M in Q4 2025.
- 769 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.
Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.