Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
Holdings Activity Buys Sells    History
Holding/activity history for  Watsco, Inc. (WSO)
← All WSO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 63,568 0.07 Add 136.65% 0.04 $340.01–459.00 · VW $388.70i $23,125,403 SEC
2025   Q4 26,862 0.03 Add 118.73% 0.02 $335.00–437.18 · VW $396.50i $9,051,151 SEC
2025   Q3 12,281 0.02 Reduce 28.57% 0.01 $323.05–421.57 · VW $363.67i $4,965,208 SEC
2025   Q2 17,192 0.05 Reduce 59.12% 0.11 $397.73–494.94 · VW $431.68i $7,592,331 SEC
2025   Q1 42,056 0.18 Add 55.33% 0.06 $435.58–533.07 · VW $470.74i $21,377,065 SEC
2024   Q4 27,076 0.12 Add 37.95% 0.03 $457.76–552.32 · VW $504.80i $12,831,046 SEC
2024   Q3 19,628 0.10 Reduce 4.21% <0.01 $448.15–571.42 · VW $523.72i $9,654,621 SEC
2024   Q2 20,490 0.12 Add 35.12% 0.03 $439.08–520.41 · VW $478.30i $9,491,788 SEC
2024   Q1 15,164 0.10 Add 9.83% <0.01 $388.47–491.90 · VW $451.76i $6,550,393 SEC
2023   Q4 13,807 0.11 Add 45.69% 0.03 $373.33–433.19 · VW $400.21i $5,915,885 SEC
2023   Q3 9,477 0.07 Reduce 1.18% <0.01 $338.58–406.08 · VW $375.63i $3,579,652 SEC
2023   Q2 9,590 0.08 Reduce 20.80% 0.02 $318.53–383.83 · VW $355.64i $3,658,297 SEC
2023   Q1 12,108 0.09 Add 43.41% 0.03 $284.05–356.60 · VW $321.67i $3,852,281 SEC
2022   Q4 8,443 0.06 Add 25.38% 0.01 $243.38–343.85 · VW $297.31i $2,105,684 SEC
2022   Q3 6,734 0.05 Add 84.14% 0.02 $228.61–288.59 · VW $262.06i $1,734,000 SEC
2022   Q2 3,657 0.03 Add 17.21% <0.01 $220.68–306.61 · VW $266.44i $873,000 SEC
2022   Q1 3,120 0.03 Reduce 45.00% 0.03 $239.62–311.86 · VW $269.04i $950,000 SEC
2021   Q4 5,673 0.06 Add 258.60% 0.04 $252.50–318.98 · VW $281.51i $1,775,000 SEC
2021   Q3 1,582 0.02 Add 22.64% <0.01 $263.70–309.16 · VW $288.52i $419,000 SEC
2021   Q2 1,290 0.02 Reduce 46.69% 0.01 $268.06–296.68 · VW $281.05i $370,000 SEC
2021   Q1 2,420 0.03 Reduce 76.31% 0.06 $233.13–307.81 · VW $277.45i $631,000 SEC
2020   Q4 10,216 0.08 Add 31.58% 0.02 $216.25–265.18 · VW $241.51i $2,314,000 SEC
2020   Q3 7,764 0.06 Buy 0.06 $220.80–249.30 · VW $232.49i $1,808,000 SEC
2020   Q2 0 0.00 Sell 100.00% <0.01 $167.79–248.83 · VW $220.54i SEC
2020   Q1 1,323 <0.01 Buy <0.01 $132.97–186.87 · VW $165.92i $209,000 SEC
2019   Q3 0 0.00 Sell 100.00% <0.01 $158.27–181.57 · VW $172.60i SEC
2019   Q2 1,387 <0.01 Buy <0.01 $153.12–169.39 · VW $162.02i $227,000 SEC
2018   Q2 0 0.00 Sell 100.00% 0.18 $163.95–191.86 · VW $176.93i SEC
2018   Q1 72,147 0.18 Add 71.00% 0.08 $163.18–192.94 · VW $180.05i $13,056,000 SEC
2017   Q4 42,191 0.10 Buy 0.10 $160.08–182.79 · VW $169.41i $7,174,000 SEC
2017   Q2 0 0.00 Sell 100.00% <0.01 $140.35–158.17 · VW $148.63i SEC
2017   Q1 5,363 <0.01 Buy <0.01 $134.08–151.07 · VW $142.09i $768,000 SEC
2016   Q3 0 0.00 Sell 100.00% 0.01 $128.60–149.93 · VW $142.51i SEC
2016   Q2 7,174 0.01 Reduce 85.68% 0.07 $131.21–149.99 · VW $143.02i $1,009,000 SEC
2016   Q1 50,109 0.08 Add 198.59% 0.05 $125.77–138.30 · VW $132.77i $6,752,000 SEC
2015   Q4 16,782 0.02 Buy 0.02 $106.58–129.28 · VW $121.14i $1,966,000 SEC
2015   Q1 0 0.00 Sell 100.00% <0.01 $115.33–131.10 · VW $124.12i SEC
2014   Q4 7,691 <0.01 Reduce 60.86% 0.01 $100.15–120.76 · VW $112.72i $823,000 SEC
2014   Q3 19,651 0.02 Reduce 80.13% 0.11 $84.28–104.23 · VW $96.67i $1,694,000 SEC
2014   Q2 98,887 0.13 Buy 0.13 $89.06–105.19 · VW $95.58i $10,162,000 SEC
2014   Q1 0 0.00 Sell 100.00% 0.02 $95.96–105.39 · VW $100.66i SEC
2013   Q4 9,612 0.02 Reduce 42.81% 0.02 $90.60–99.59 · VW $96.19i $923,000 SEC
2013   Q3 16,806 0.05 Buy 0.05 $86.98–98.13 · VW $93.69i $1,584,000 SEC
2011   Q3 0 0.00 Sell 100.00% 0.05 $50.45–65.00 · VW $59.65i SEC
2011   Q2 4,826 0.05 Reduce 61.98% 0.18 $51.74–69.50 · VW $60.30i $328,000 SEC
2011   Q1 12,692 0.29 Add 105.24% 0.15 $62.68–73.38 · VW $67.67i $885,000 SEC
2010   Q4 6,184 0.14 $63.07 $390,000 SEC
Price snapshot:
Current price$393.71
Avg. buy price$371.94
+/- since buy5.85%
52-week low$317.96
52-week high$483.07