Position in WSO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$731,777
+$92,962 QoQ
Shares Held
1,756
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#393
of 780 holders
Holding Since
Jun 2025
5 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, 2026Boreal Capital Management LLC holds $1,205,954 across 4 Industrial Distribution names. WSO ranks #1 (60.7% of the industry book) .
All Filings in WSO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $731,777 | 1,756 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $638,815 | 1,756 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $509,805 | 1,513 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $535,293 | 1,324 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $485,782 | 1,100 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||