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HARVEY INVESTMENT CO LLC

Position in WSO — Watsco Inc

CIK 1162781 LOUISVILLE, KY

Position in WSO

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$785,536
+$136,171 QoQ
Shares Held
1,885
+5.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#384
of 780 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in WSO Over Time

Shares Held

Position Value (USD)

Position in Industrial Distribution

Industrials · as of Jun 30, 2026

HARVEY INVESTMENT CO LLC holds $47,160,758 across 2 Industrial Distribution names. WSO ranks #2 (1.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 WSO
Watsco Inc
This page
1,885 $785,536

All Filings in WSO

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10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $785,536 1,885
2026-03-31 $649,365 1,785
2025-12-31 $670,530 1,990
2025-09-30 $1,198,749 2,965
2025-06-30 $1,212,246 2,745
2025-03-31 $1,380,034 2,715
2024-12-31 $1,286,611 2,715
2024-09-30 $1,320,697 2,685
2024-06-30 $1,243,799 2,685
2024-03-31 $1,172,798 2,715