Position in WSO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,474,959
+$618,539 QoQ
Shares Held
5,939
+16.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
#273
of 782 holders
Holding Since
Dec 2022
15 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, 2026Birch Capital Management, LLC holds $21,764,070 across 2 Industrial Distribution names. WSO ranks #2 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
|
14,179 | $19,289,111 | |
| 2 | WSO |
Watsco Inc
This page
|
5,939 | $2,474,959 |
All Filings in WSO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,474,959 | 5,939 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,856,420 | 5,103 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,414,853 | 4,199 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,518,550 | 3,756 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,673,739 | 3,790 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,940,181 | 3,817 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,850,540 | 3,905 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $1,986,211 | 4,038 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,870,563 | 4,038 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $1,750,342 | 4,052 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $1,570,771 | 3,666 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,356,770 | 3,592 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,384,354 | 3,629 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $627,093 | 1,971 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $391,807 | 1,571 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||