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SG Capital Management LLC

Position in WSO — Watsco Inc

CIK 1510099 CHICAGO, IL

Position in WSO

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$8,873,431
-$49,766,242 QoQ
Shares Held
21,293
-86.8% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#148
of 782 holders
Holding Since
Jun 2020
3 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in WSO Over Time

Shares Held

Position Value (USD)

Derivatives in WSO

reported options exposure · as of Mar 31, 2026
CallValue
$0
CallShares
0
PutValue
$36,379,000
PutShares
100,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Industrial Distribution

Industrials · as of Jun 30, 2026

SG Capital Management LLC holds $73,680,899 across 3 Industrial Distribution names. WSO ranks #3 (12.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 WSO
Watsco Inc
This page
21,293 $8,873,431

All Filings in WSO

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4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,873,431 21,293
2026-03-31 $36,379,000 100,000
2026-03-31 $58,639,673 161,191
2020-06-30 $4,422,597 24,888