Position in WSO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$250,038
+$31,764 QoQ
Shares Held
600
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#563
of 780 holders
Holding Since
Dec 2023
11 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, 2026Boit C F David holds $1,338,358 across 2 Industrial Distribution names. WSO ranks #2 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
|
800 | $1,088,320 | |
| 2 | WSO |
Watsco Inc
This page
|
600 | $250,038 |
All Filings in WSO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,038 | 600 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $218,274 | 600 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $202,170 | 600 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $242,580 | 600 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $264,972 | 600 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $304,980 | 600 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $284,334 | 600 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $295,128 | 600 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $277,944 | 600 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $259,182 | 600 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $257,082 | 600 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||