Watsco, Inc. 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 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: 7,295
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
0.03% less ownership
Funds ownership: 0.45% [Q4 2024] → 0.42% (-0.03%) [Q1 2025]
8% less capital invested
Capital invested by funds: $13.1M [Q4 2024] → $12.1M (-$1.03M) [Q1 2025]
23% less funds holding
Funds holding: 13 [Q4 2024] → 10 (-3) [Q1 2025]
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.