Watsco, Inc. Class B
WSO.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 revenue), with significant exposure in the Sun Belt 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: 7,295
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
20% more funds holding
Funds holding: 10 [Q1] → 12 (+2) [Q2]
0.03% more ownership
Funds ownership: 0.42% [Q1] → 0.45% (+0.03%) [Q2]
8% less capital invested
Capital invested by funds: $12.1M [Q1] → $11.1M (-$924K) [Q2]
Financial journalist opinion
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