Position in WSO
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$7,822,940
+$476,083 QoQ
Shares Held
21,504
-1.4% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026Anchor Investment Management, LLC holds $8,371,275 across 8 Industrial Distribution names. WSO ranks #1 (93.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSO |
Watsco Inc
This page
|
21,504 | $7,822,940 | |
| 2 | FAST |
Fastenal Co
|
7,400 | $343,360 | |
| 3 | FERG |
Ferguson Enterprises Inc. /DE/
|
562 | $131,092 | |
| 4 | AIT |
Applied Industrial Technologies Inc
|
125 | $33,165 | |
| 5 | GWW |
W.W. Grainger, Inc.
|
23 | $25,088 | |
| 6 | WCC |
Wesco International Inc
|
40 | $10,944 | |
| 7 | POOL |
Pool Corp
|
19 | $3,844 | |
| 8 | REZI |
Resideo Technologies, Inc.
|
36 | $842 |
All Filings in WSO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,822,940 | 21,504 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $7,346,857 | 21,804 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $7,384,943 | 18,266 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,066,630 | 18,266 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $9,284,607 | 18,266 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $8,656,074 | 18,266 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $112,148 | 228 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $17,603 | 38 | Shares | Sole | 2024-09-20 | |
| 2024-03-31 | $16,414 | 38 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $16,281 | 38 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $14,353 | 38 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $14,495 | 38 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||