Position in WSO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,210,600
-$400,262 QoQ
Shares Held
2,905
-34.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#335
of 782 holders
Holding Since
Mar 2023
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Oak Thistle LLC holds $14,823,014 across 7 Industrial Distribution names. WSO ranks #6 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSM |
Msc Industrial Direct Co Inc
|
26,822 | $3,190,476 | |
| 2 | SITE |
SiteOne Landscape Supply, Inc.
|
27,151 | $3,106,345 | |
| 3 | WCC |
Wesco International Inc
|
7,128 | $2,462,225 | |
| 4 | AIT |
Applied Industrial Technologies Inc
|
6,659 | $2,251,740 | |
| 5 | CNM |
Core & Main, Inc.
|
32,020 | $1,544,965 | |
| 6 | WSO |
Watsco Inc
This page
|
2,905 | $1,210,600 | |
| 7 | POOL |
Pool Corp
|
4,917 | $1,056,663 |
All Filings in WSO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,210,600 | 2,905 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,610,862 | 4,428 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $781,724 | 2,320 | Shares | Sole | 2026-01-21 | |
| 2023-03-31 | $241,483 | 759 | Shares | Sole | 2023-04-27 | |
| No filing history on record for this holder in this stock. | ||||||