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Barbara Oil Co.

Position in WSO — Watsco Inc

CIK 1599670 Chicago, IL

Position in WSO

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$2,083,650
+$264,700 QoQ
Shares Held
5,000
0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#287
of 782 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in WSO Over Time

Shares Held

Position Value (USD)

Position in Industrial Distribution

Industrials · as of Jun 30, 2026

Barbara Oil Co. holds $4,712,328 across 3 Industrial Distribution names. WSO ranks #1 (44.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WSO
Watsco Inc
This page
5,000 $2,083,650

All Filings in WSO

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,083,650 5,000
2026-03-31 $1,818,950 5,000
2025-12-31 $1,684,750 5,000
2025-09-30 $2,021,500 5,000
2025-06-30 $2,208,100 5,000
2025-03-31 $2,541,500 5,000
2024-12-31 $2,369,450 5,000
2024-09-30 $2,459,400 5,000
2024-06-30 $2,316,200 5,000
2024-03-31 $2,159,850 5,000
2023-12-31 $2,142,350 5,000
2023-09-30 $1,888,600 5,000
2023-06-30 $1,907,350 5,000
2023-03-31 $1,590,800 5,000
2022-12-31 $1,247,000 5,000
2022-09-30 $1,287,300 5,000
2022-06-30 $1,194,100 5,000
2022-03-31 $1,523,200 5,000
2021-12-31 $1,564,400 5,000
2021-09-30 $1,323,100 5,000
2021-06-30 $1,433,200 5,000
2021-03-31 $1,303,750 5,000
2020-12-31 $1,132,750 5,000
2020-09-30 $1,164,450 5,000
2020-06-30 $888,500 5,000
2020-03-31 $790,150 5,000