Position in WSO
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,582,486
+$150,449 QoQ
Shares Held
4,350
+2.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Mar 31, 2026WCM INVESTMENT MANAGEMENT, LLC holds $1,068,105,477 across 5 Industrial Distribution names. WSO ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
|
4,348,417 | $1,014,311,749 | |
| 2 | AIT |
Applied Industrial Technologies Inc
|
129,102 | $34,253,342 | |
| 3 | SITE |
SiteOne Landscape Supply, Inc.
|
119,082 | $15,851,005 | |
| 4 | QXO |
QXO, Inc.
|
108,491 | $2,106,895 | |
| 5 | WSO |
Watsco Inc
This page
|
4,350 | $1,582,486 |
All Filings in WSO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,582,486 | 4,350 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,432,037 | 4,250 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,042,761 | 7,526 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,830,342 | 6,409 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,252,103 | 6,398 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,933,852 | 6,191 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,244,932 | 6,597 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,054,141 | 6,593 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,624,228 | 8,390 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $6,408,197 | 14,956 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $4,979,860 | 13,184 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $5,530,552 | 14,498 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $4,707,495 | 14,796 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,654,957 | 14,655 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $736,850 | 2,862 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $671,084 | 2,810 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $853,296 | 2,801 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $876,376 | 2,801 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $735,643 | 2,780 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $791,126 | 2,760 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $719,670 | 2,760 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $555,500 | 2,452 | Shares | Sole | 2021-02-23 | |
| 2020-09-30 | $554,743 | 2,382 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $423,281 | 2,382 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $376,427 | 2,382 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||