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CWM, LLC

Position in WSO — Watsco Inc

CIK 1535847 OMAHA, NE

Position in WSO

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$288,485
+$49,251 QoQ
Shares Held
793
+11.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority Sole 2% Shared 0% None 98%

Common Shares in WSO Over Time

Shares Held

Position Value (USD)

Position in Industrial Distribution

Industrials · as of Mar 31, 2026

CWM, LLC holds $30,797,697 across 20 Industrial Distribution names. WSO ranks #11 (0.9% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in WSO

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24 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $288,485 793
2025-12-31 $239,234 710
2025-09-30 $276,541 684
2025-06-30 $350,204 793
2025-03-31 $440,696 867
2024-12-31 $400,910 846
2024-09-30 $468,269 952
2024-06-30 $429,886 928
2024-03-31 $413,395 957
2023-12-31 $296,501 692
2023-09-30 $243,629 645
2023-06-30 $170,517 447
2023-03-31 $136,490 429
2022-12-31 $109,486 439
2022-09-30 $98,349 382
2022-06-30 $69,735 292
2022-03-31 $87,736 288
2021-12-31 $97,931 313
2021-06-30 $8,025 28
2021-03-31 $7,301 28
2020-12-31 $6,343 28
2020-09-30 $6,520 28
2020-06-30 $4,975 28
2020-03-31 $4,424 28