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GENEVA CAPITAL MANAGEMENT LLC

Position in WSO — Watsco Inc

CIK 1009232 MILWAUKEE, WI

Position in WSO

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$23,931,969
+$2,083,106 QoQ
Shares Held
57,428
-4.4% QoQ
Ownership
0.139%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#83
of 780 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 81% Shared 0% None 19%

Common Shares in WSO Over Time

Shares Held

Position Value (USD)

Position in Industrial Distribution

Industrials · as of Jun 30, 2026

GENEVA CAPITAL MANAGEMENT LLC holds $98,712,705 across 3 Industrial Distribution names. WSO ranks #2 (24.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 WSO
Watsco Inc
This page
57,428 $23,931,969

All Filings in WSO

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $23,931,969 57,428
2026-03-31 $21,848,863 60,059
2025-12-31 $22,750,525 67,519
2025-09-30 $26,368,849 65,221
2025-06-30 $32,821,197 74,320
2025-03-31 $33,576,264 66,056
2024-12-31 $29,883,028 63,059
2024-09-30 $33,458,169 68,021
2024-06-30 $30,216,217 65,228
2024-03-31 $26,405,030 61,127
2023-12-31 $26,586,991 62,051
2023-09-30 $23,309,855 61,712
2023-06-30 $24,654,786 64,631
2023-03-31 $21,714,419 68,250
2022-12-31 $16,677,376 66,870
2022-09-30 $19,084,221 74,125
2022-06-30 $18,052,881 75,592
2022-03-31 $23,168,785 76,053
2021-12-31 $24,166,225 77,238
2021-09-30 $21,132,288 79,859
2021-06-30 $24,206,174 84,448
2021-03-31 $22,804,933 87,459
2020-12-31 $20,849,622 92,031
2020-09-30 $24,005,368 103,076
2020-06-30 $19,449,264 109,450
2020-03-31 $17,539,116 110,986