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JACOBS LEVY EQUITY MANAGEMENT, INC

Position in WSO — Watsco Inc

CIK 884414 FLORHAM PARK, NJ

Position in WSO

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$51,580,755
-$2,034,615 QoQ
Shares Held
123,775
-16.0% QoQ
Ownership
0.300%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#49
of 780 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority Sole 65% Shared 0% None 35%

Common Shares in WSO Over Time

Shares Held

Position Value (USD)

Position in Industrial Distribution

Industrials · as of Jun 30, 2026

JACOBS LEVY EQUITY MANAGEMENT, INC holds $127,088,780 across 10 Industrial Distribution names. WSO ranks #1 (40.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WSO
Watsco Inc
This page
123,775 $51,580,755

All Filings in WSO

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $51,580,755 123,775
2026-03-31 $53,615,370 147,380
2025-12-31 $51,366,342 152,445
2025-09-30 $47,037,070 116,342
2025-06-30 $55,995,649 126,796
2025-03-31 $54,535,507 107,290