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HEARTLAND ADVISORS INC

Position in WSO — Watsco Inc

CIK 937394 MILWAUKEE, WI

Position in WSO

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$20,778,157
+$2,009,140 QoQ
Shares Held
49,860
-3.4% QoQ
Ownership
0.121%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#90
of 780 holders
Holding Since
Jun 2022
17 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, 2026

HEARTLAND ADVISORS INC holds $35,980,338 across 3 Industrial Distribution names. WSO ranks #1 (57.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WSO
Watsco Inc
This page
49,860 $20,778,157

All Filings in WSO

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17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $20,778,157 49,860
2026-03-31 $18,769,017 51,593
2025-12-31 $15,213,629 45,151
2025-09-30 $14,890,369 36,830
2025-06-30 $10,702,219 24,234
2025-03-31 $9,942,856 19,561
2024-12-31 $12,451,459 26,275
2024-09-30 $15,675,723 31,869
2024-06-30 $15,096,991 32,590
2024-03-31 $14,388,920 33,310
2023-12-31 $10,854,002 25,332
2023-09-30 $11,026,402 29,192
2023-06-30 $11,174,782 29,294
2023-03-31 $10,716,901 33,684
2022-12-31 $10,533,159 42,234
2022-09-30 $7,146,574 27,758
2022-06-30 $3,731,323 15,624