Position in WSO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$12,216,439
+$2,358,822 QoQ
Shares Held
29,315
+8.2% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
6.45%
of 13F equity value
Holder Rank
#24
of 263 holders
Holding Since
Dec 2023
11 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, 2026Crown Oak Advisors, LLC holds $18,092,879 across 2 Industrial Distribution names. WSO ranks #1 (67.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSO |
Watsco Inc
This page
|
29,315 | $12,216,439 | |
| 2 | SITE |
SiteOne Landscape Supply, Inc.
|
51,363 | $5,876,440 |
All Filings in WSO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,216,439 | 29,315 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $9,857,617 | 27,097 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $9,003,640 | 26,721 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $9,671,260 | 23,921 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $10,563,992 | 23,921 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $12,387,779 | 24,371 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $11,430,700 | 24,121 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $9,847,437 | 20,020 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $9,823,004 | 21,205 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $9,145,668 | 21,172 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,056,998 | 21,138 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||