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TwinBeech Capital’s Watsco Inc WSO Stock Holding History

TwinBeech Capital’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 		– Sell
-57,321
Closed -$25.3M – 887
2025
Q2 		$25.3M Buy
+57,321
New +$26.6M 0.57% 55
2024
Q4 		– Sell
-1,323
Closed -$651K – 966
2024
Q3 		$651K Buy
+1,323
New +$636K 0.01% 555
2020
Q4 		– Sell
-1,306
Closed -$304K – 643
2020
Q3 		$304K Buy
+1,306
New +$294K 0.07% 340

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

TwinBeech Capital's WSO Position: Q3 2025 in Review

TwinBeech Capital sold out of Watsco Inc (WSO) in Q3 2025, closing a stake of 57,321 shares — an estimated $25.3M sold.

TwinBeech Capital first reported a position in WSO in Q3 2020 and held it in 3 quarters. The position peaked at $25.3M in Q2 2025. 779 funds tracked by Wall St. Rank hold WSO as of Q3 2025.

  • TwinBeech Capital reported no remaining Watsco Inc position as of Q3 2025 after selling out during the quarter.
  • TwinBeech Capital sold 57,321 Watsco Inc shares in Q3 2025, an estimated $25.3M.
  • TwinBeech Capital first reported a position in Watsco Inc in Q3 2020 and held it in 3 quarters.
  • TwinBeech Capital's Watsco Inc position peaked at $25.3M in Q2 2025.
  • 779 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2025.

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