Position in WSO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$802,205
+$101,910 QoQ
Shares Held
1,925
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#382
of 780 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, 2026Cox Capital Mgt LLC holds $1,994,788 across 2 Industrial Distribution names. WSO ranks #2 (40.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
|
5,025 | $1,192,583 | |
| 2 | WSO |
Watsco Inc
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|
1,925 | $802,205 |
All Filings in WSO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $802,205 | 1,925 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $700,295 | 1,925 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $648,628 | 1,925 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $889,460 | 2,200 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $971,564 | 2,200 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,118,260 | 2,200 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,042,558 | 2,200 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,082,136 | 2,200 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,019,128 | 2,200 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,172,798 | 2,715 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,163,296 | 2,715 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,040,618 | 2,755 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,050,949 | 2,755 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $876,530 | 2,755 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $687,097 | 2,755 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $709,302 | 2,755 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $657,949 | 2,755 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $839,283 | 2,755 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $861,984 | 2,755 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $729,028 | 2,755 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $789,693 | 2,755 | Shares | Sole | 2021-07-02 | |
| 2021-03-31 | $718,366 | 2,755 | Shares | Sole | 2021-04-01 | |
| 2020-12-31 | $624,145 | 2,755 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $641,611 | 2,755 | Shares | Sole | 2020-10-02 | |
| 2020-06-30 | $489,563 | 2,755 | Shares | Sole | 2020-07-01 | |
| 2020-03-31 | $435,372 | 2,755 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||