Position in WSO
as of Sep 30, 2026
· filed Oct 1, 2026
Position Value
$96,991,258
New position
Shares Held
320,431
first reported quarter
Ownership
0.777%
of shares outstanding
% of Portfolio
1.68%
of 13F equity value
Holder Rank
#1
of 5 holders
Holding Since
Sep 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Industrial Distribution
Industrials · as of Sep 30, 2026CONFLUENCE INVESTMENT MANAGEMENT LLC holds $96,991,258 across 1 Industrial Distribution name. WSO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSO |
Watsco Inc
This page
|
320,431 | $96,991,258 |
All Filings in WSO
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $96,991,258 | 320,431 | Shares | Sole | 2026-10-01 | |
| No filing history on record for this holder in this stock. | ||||||