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ANCHOR CAPITAL ADVISORS LLC

Position in WSO — Watsco Inc

CIK 813933 Boston, MA

Position in WSO

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$38,234,144
+$4,991,742 QoQ
Shares Held
91,748
+0.4% QoQ
Ownership
0.222%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#61
of 780 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 97% Shared 0% None 3%

Common Shares in WSO Over Time

Shares Held

Position Value (USD)

Position in Industrial Distribution

Industrials · as of Jun 30, 2026

ANCHOR CAPITAL ADVISORS LLC holds $110,988,422 across 3 Industrial Distribution names. WSO ranks #2 (34.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 WSO
Watsco Inc
This page
91,748 $38,234,144

All Filings in WSO

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $38,234,144 91,748
2026-03-31 $33,242,402 91,378
2025-12-31 $28,772,834 85,392
2025-09-30 $31,926,358 78,967
2025-06-30 $34,944,507 79,128
2025-03-31 $41,532,176 81,708
2024-12-31 $40,401,491 85,255
2024-09-30 $43,910,619 89,271
2024-06-30 $42,702,852 92,183
2024-03-31 $55,203,174 127,794
2023-12-31 $70,773,389 165,177
2023-09-30 $66,386,556 175,756
2023-06-30 $71,011,403 186,152
2023-03-31 $80,788,141 253,923
2022-12-31 $65,159,241 261,264
2022-09-30 $67,396,848 261,776
2022-06-30 $55,348,206 231,757
2022-03-31 $71,227,878 233,810
2021-12-31 $73,919,777 236,256
2021-09-30 $63,381,253 239,518
2021-06-30 $69,185,150 241,366
2021-03-31 $63,106,715 242,020
2020-12-31 $53,576,809 236,490
2020-09-30 $54,040,960 232,045
2020-06-30 $45,120,517 253,914
2020-03-31 $40,907,013 258,856