Curi Capital, LLC

Position in WSO — Watsco Inc

CIK 1332905 CHICAGO, IL

Position in WSO

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

Position Value

$28,936,897

+$5,052,265 QoQ

Shares Held

69,438

+5.8% QoQ

Ownership

0.168%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#73

of 780 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Industrials · as of Jun 30, 2026

Curi Capital, LLC holds $63,327,214 across 5 Industrial Distribution names. WSO ranks #2 (45.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AIT	Applied Industrial Technologies Inc	87,796	$29,688,217
2	WSO	Watsco Inc This page	69,438	$28,936,897
3	FAST	Fastenal Co	68,613	$3,295,481
4	POOL	Pool Corp	4,678	$1,005,301
5	GWW	W.W. Grainger, Inc.	295	$401,318

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,936,897	69,438	+5.8%	Shares	Other	2026-08-14
2026-03-31	$23,884,632	65,655	-2.0%	Shares	Other	2026-05-15
2025-12-31	$22,570,594	66,985	-2.0%	Shares	Other	2026-02-17
2025-09-30	$27,636,330	68,356	-6.2%	Shares	Sole	2025-11-13
2025-06-30	$32,191,448	72,894	-4.3%	Shares	Other	2025-08-14
2025-03-31	$38,701,453	76,139	-3.1%	Shares	Sole	2025-05-15
2024-12-31	$37,229,272	78,561	-0.1%	Shares	Sole	2025-02-13
2024-09-30	$38,663,735	78,604	+2.4%	Shares	Sole	2024-11-06
2024-06-30	$35,574,052	76,794	-0.4%	Shares	Sole	2024-08-13
2024-03-31	$33,306,614	77,104	+4.8%	Shares	Sole	2024-05-15
2023-12-31	$31,518,253	73,560	-9.5%	Shares	Sole	2024-02-14
2023-09-30	$30,697,304	81,270	+0.3%	Shares	Sole	2023-11-13
2023-06-30	$30,920,813	81,057	-2.0%	Shares	Sole	2023-08-11
2023-03-31	$26,304,514	82,677	+10.7%	Shares	Sole	2023-05-11
2022-12-31	$18,624,942	74,679	+4.3%	Shares	Sole	2023-02-14
2022-09-30	$18,429,244	71,581	+0.8%	Shares	Sole	2022-11-14
2022-06-30	$16,961,712	71,023	+32.7%	Shares	Sole	2022-08-01
2022-03-31	$16,302,809	53,515	+9.1%	Shares	Sole	2022-05-06
2021-12-31	$15,342,383	49,036	+2.1%	Shares	Sole	2022-01-26
2021-09-30	$12,713,403	48,044	+1.5%	Shares	Sole	2021-10-20
2021-06-30	$13,565,524	47,326	+17.4%	Shares	Sole	2021-08-13
2021-03-31	$10,513,700	40,321	+40.4%	Shares	Sole	2021-05-12
2020-12-31	$6,508,101	28,727	—	Shares	Other	2021-02-11
No filing history on record for this holder in this stock.