WSO
Watsco, Inc. · Industrials · Industrial - Distribution
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +16.7% ·
Aktienfluss -11.3% ·
neue Nettopositionen +14.3%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q3 2024
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 146 | +2 | 29.08M | $12.11B | +6 | −3 |
| Q1 2026 | 146 | -3 | 29.13M | $10.59B | +5 | −9 |
| Q4 2025 | 148 | 0 | 30.63M | $10.21B | +1 | — |
| Q3 2025 | 20 | -1 | 16.71M | $6.76B | — | −2 |
| Q2 2025 | 19 | +1 | 15.43M | $6.81B | +1 | — |
| Q1 2025 | 15 | 0 | 5.33M | $2.71B | — | — |
| Q4 2024 | 15 | 0 | 5.27M | $2.50B | — | — |
| Q3 2024 | 14 | +2 | 4.12M | $2.02B | +2 | — |
| Q2 2024 | 12 | — | 4.64M | $2.15B | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 1.23M | -13.1% | $607.05M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 2 | Baillie Gifford ✦ | 1.23M | -13.1% | $607.05M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 3 | Baillie Gifford ✦ | 1.23M | -13.1% | $607.05M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 4 | Baillie Gifford ✦ | 1.23M | -13.1% | $607.05M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passiv) | 704.33K | +9.9% | $345.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passiv) | 704.33K | +9.9% | $345.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Capital World Investors ✦ | 639.02K | -13.5% | $314.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Markel Group ✦ | 582.50K | +2.0% | $286.52M | 2.6% | ▲ Add | 2 | SEC ↗ |
| 9 | Markel Group ✦ | 582.50K | +2.0% | $286.52M | 2.6% | ▲ Add | 2 | SEC ↗ |
| 10 | Wellington Management ✦ | 450.21K | -14.1% | $221.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wellington Management ✦ | 450.21K | -14.1% | $221.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Wellington Management ✦ | 450.21K | -14.1% | $221.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wellington Management ✦ | 450.21K | -14.1% | $221.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wellington Management ✦ | 450.21K | -14.1% | $221.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wellington Management ✦ | 450.21K | -14.1% | $221.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Norges Bank ✦ (passiv) | 253.53K | +7.1% | $124.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | T. Rowe Price ✦ | 99.93K | -22.9% | $49.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | T. Rowe Price ✦ | 99.93K | -22.9% | $49.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 55.94K | -80.6% | $27.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 55.94K | -80.6% | $27.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Renaissance Technologies ✦ | 26.60K | Neu | $13.08M | 0.0% | New | 1 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 21.86K | +44.3% | $10.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 21.86K | +44.3% | $10.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 21.86K | +44.3% | $10.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Gotham Asset Management ✦ | 19.63K | -4.2% | $9.65M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 26 | Millennium Management ✦ | 13.53K | -69.9% | $6.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | D. E. Shaw & Co. ✦ | 10.89K | -6.6% | $5.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Marshall Wace ✦ | 4.70K | Neu | $2.31M | 0.0% | New | 1 | SEC ↗ |
| 29 | Marshall Wace ✦ | 4.70K | Neu | $2.31M | 0.0% | New | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Renaissance Technologies | $13.08M | 0.0% |
| Marshall Wace | $2.31M | 0.0% |
| Marshall Wace | $2.31M | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 763 Inhaber, 38.08M Anteile, $13.58B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.