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INTRINSIC EDGE CAPITAL MANAGEMENT LLC

Position in WSO — Watsco Inc

CIK 1671754 CHICAGO, IL

Position in WSO

as of Mar 31, 2026 · filed May 18, 2026
Position Value
$14,551,600
+$12,317,815 QoQ
Shares Held
40,000
+413.3% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
2.75%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2020
6 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, 2026

INTRINSIC EDGE CAPITAL MANAGEMENT LLC holds $30,176,073 across 3 Industrial Distribution names. WSO ranks #1 (48.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WSO
Watsco Inc
This page
40,000 $14,551,600

All Filings in WSO

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6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $14,551,600 40,000
2021-06-30 $2,233,785 7,793
2021-03-31 $4,037,974 15,486
2020-12-31 $3,508,353 15,486
2020-09-30 $3,606,534 15,486
2020-06-30 $7,361,222 41,425