Giverny Capital
WSO · Homes & buildings

Watsco

Sells air conditioners and heaters to the workers who install them.
New: first time
Giverny Capital bought Watsco for the first time between April and June: 65,975 shares, worth about $27 million. That’s already less than $1 of every $100 they have in stocks.
Mar 31
None
Jun 30
65,975

The numbers

Shares they own
65,975
Value on Jun 30, 2026
$27,493,762
about $27 million
Share of their money
0.9%
less than $1 of every $100 · 28th of 49
Price per share on Jun 30
$416.73
Kind
Shares
Also owned by
No other fund we follow
More about Watsco
The value uses the price on Jun 30, 2026. The fund may have paid a different price.
Not investment advice. Holdings come from public SEC reports and the funds’ own letters, and can be up to 4½ months old. How this works