Position in WSO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,322,475
+$611,031 QoQ
Shares Held
12,772
-1.4% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#192
of 782 holders
Holding Since
Sep 2020
24 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, 2026Hamilton Point Investment Advisors, LLC holds $7,058,345 across 2 Industrial Distribution names. WSO ranks #1 (75.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSO |
Watsco Inc
This page
|
12,772 | $5,322,475 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
1,276 | $1,735,870 |
All Filings in WSO
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,322,475 | 12,772 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,711,444 | 12,951 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,379,002 | 12,996 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,284,605 | 13,071 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $5,749,892 | 13,020 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $6,751,240 | 13,282 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $6,272,408 | 13,236 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $6,486,421 | 13,187 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,187,033 | 13,356 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $5,706,323 | 13,210 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $5,741,498 | 13,400 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $5,019,521 | 13,289 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $5,063,632 | 13,274 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,308,522 | 13,542 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,345,701 | 13,415 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $3,423,703 | 13,298 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,176,067 | 13,299 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $3,967,936 | 13,025 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,919,447 | 12,527 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $3,225,188 | 12,188 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $3,441,686 | 12,007 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $3,106,054 | 11,912 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,649,728 | 11,696 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $2,710,606 | 11,639 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||