Position in WSO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,807,926
-$153,324 QoQ
Shares Held
6,738
-17.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#257
of 780 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Atria Investments, Inc holds $29,141,534 across 14 Industrial Distribution names. WSO ranks #5 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
120,146 | $5,770,612 | |
| 2 | POOL |
Pool Corp
|
25,540 | $5,488,546 | |
| 3 | GWW |
W.W. Grainger, Inc.
|
3,913 | $5,323,245 | |
| 4 | FERG |
Ferguson Enterprises Inc. /DE/
|
15,391 | $3,652,746 | |
| 5 | WSO |
Watsco Inc
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|
6,738 | $2,807,926 | |
| 6 | SITE |
SiteOne Landscape Supply, Inc.
|
18,969 | $2,170,243 | |
| 7 | WCC |
Wesco International Inc
|
3,821 | $1,319,888 | |
| 8 | CNM |
Core & Main, Inc.
|
13,171 | $635,500 |
All Filings in WSO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,807,926 | 6,738 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,961,250 | 8,140 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,536,222 | 7,527 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,401,375 | 8,413 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,085,868 | 9,252 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,397,811 | 8,652 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,928,548 | 8,290 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,236,070 | 8,612 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $4,141,828 | 8,941 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,322,281 | 7,691 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $3,740,543 | 8,730 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,031,958 | 8,027 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,041,078 | 7,972 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,592,049 | 8,147 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,269,290 | 9,099 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,559,409 | 9,941 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,761,536 | 7,376 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,609,108 | 5,282 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,774,655 | 5,672 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,325,216 | 5,008 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,500,560 | 5,235 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,292,537 | 4,957 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,183,950 | 5,226 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,138,832 | 4,890 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||