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Knollwood Investment Advisory, LLC

Position in WSO — Watsco Inc

CIK 1999346 HUNT VALLEY, MD

Position in WSO

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$717,609
-$200,233 QoQ
Shares Held
1,722
-31.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#397
of 780 holders
Holding Since
Dec 2023
11 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, 2026

Knollwood Investment Advisory, LLC holds $3,887,540 across 2 Industrial Distribution names. WSO ranks #2 (18.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 WSO
Watsco Inc
This page
1,722 $717,609

All Filings in WSO

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $717,609 1,722
2026-03-31 $917,842 2,523
2025-12-31 $850,124 2,523
2025-09-30 $1,020,048 2,523
2025-06-30 $1,114,207 2,523
2025-03-31 $1,282,440 2,523
2024-12-31 $1,195,624 2,523
2024-09-30 $1,241,013 2,523
2024-06-30 $1,203,034 2,597
2024-03-31 $272,141 630
2023-12-31 $269,936 630