SANDLER CAPITAL MANAGEMENT

Position in WSO — Watsco Inc

CIK 1000742 NEW YORK, NY

Position in WSO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$390,476

-$3,341,019 QoQ

Shares Held

937

-90.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#493

of 782 holders

Holding Since

Jun 2021

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

SANDLER CAPITAL MANAGEMENT holds $5,976,186 across 3 Industrial Distribution names. WSO ranks #3 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSM	Msc Industrial Direct Co Inc	32,085	$3,816,510
2	AIT	Applied Industrial Technologies Inc	5,232	$1,769,200
3	WSO	Watsco Inc This page	937	$390,476

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$390,476	937	-90.5%	Shares	Sole	2026-08-14
2023-09-30	$3,731,495	9,879	-83.5%	Shares	Sole	2023-11-14
2023-06-30	$22,778,718	59,713	+20.5%	Shares	Sole	2023-08-14
2023-03-31	$15,766,418	49,555	+221.5%	Shares	Sole	2023-05-15
2022-09-30	$3,969,003	15,416	-77.0%	Shares	Sole	2022-11-14
2022-06-30	$16,018,851	67,075	-30.2%	Shares	Sole	2022-08-15
2022-03-31	$29,268,592	96,076	+49.1%	Shares	Sole	2022-05-16
2021-12-31	$20,157,606	64,426	+11.7%	Shares	Sole	2022-02-14
2021-09-30	$15,260,900	57,671	-0.3%	Shares	Sole	2021-11-15
2021-06-30	$16,588,143	57,871	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.