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MATTERN CAPITAL MANAGEMENT, LLC

Position in WSO — Watsco Inc

CIK 1803227 LAKEWOOD, CO

Position in WSO

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$1,497,727
+$182,990 QoQ
Shares Held
3,594
-0.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#308
of 780 holders
Holding Since
Mar 2024
10 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, 2026

MATTERN CAPITAL MANAGEMENT, LLC holds $17,573,573 across 2 Industrial Distribution names. WSO ranks #2 (8.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 WSO
Watsco Inc
This page
3,594 $1,497,727

All Filings in WSO

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10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,497,727 3,594
2026-03-31 $1,314,737 3,614
2025-12-31 $1,086,663 3,225
2025-09-30 $870,053 2,152
2025-06-30 $673,912 1,526
2025-03-31 $619,109 1,218
2024-12-31 $549,712 1,160
2024-09-30 $545,494 1,109
2024-06-30 $465,092 1,004
2024-03-31 $353,783 819