Watsco, Inc.
MX ˙ BMV ˙ US9426222009
SecurityMX:WSO / Watsco, Inc.
InstitutionRiverbridge Partners Llc
Latest Disclosed Ownership131,738 shares
Latest Disclosed Value $ 47,925,032
Riverbridge Partners Llc reports 89.80% increase in ownership of WSO / Watsco, Inc.

On April 17, 2026 - Riverbridge Partners Llc filed a 13F-HR form disclosing ownership of 131,738 shares of Watsco, Inc. (MX:WSO) valued at $47,925,032 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 69,410 shares of Watsco, Inc.. This represents a change in shares of 89.80% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-17 2026-03-31 13F Watsco COM 942622200 131,738 62,328 89.80 47,925 104.92 1.1729
2026-01-13 2025-12-31 13F Watsco COM 942622200 69,410 -16,939 -19.62 23,388 -33.01 0.4384
2025-10-14 2025-09-30 13F Watsco COM 942622200 86,349 -6,254 -6.75 34,911 -14.64 0.5891
2025-07-15 2025-06-30 13F Watsco COM 942622200 92,603 -10,920 -10.55 40,895 -22.28 0.6580
2025-04-21 2025-03-31 13F Watsco COM 942622200 103,523 -9,949 -8.77 52,621 -2.14 0.8442
2025-01-17 2024-12-31 13F Watsco COM 942622200 113,472 -7,922 -6.53 53,773 -9.94 0.7338
2024-10-15 2024-09-30 13F Watsco COM 942622200 121,394 -13,890 -10.27 59,711 -4.72 0.7975
2024-07-17 2024-06-30 13F Watsco COM 942622200 135,284 -5,316 -3.78 62,669 3.18 0.8516
2024-04-26 2024-03-31 13F Watsco COM 942622200 140,600 -2,236 -1.57 60,735 -0.76 0.7410
2024-02-15 2023-12-31 13F/A-1 Watsco COM 942622200 142,836 -1,202 -0.83 61,201 12.49 0.7646
2024-01-24 2023-12-31 13F Watsco COM 942622200 119,447 -1,146 51,180 0.6801
2024-02-15 2023-09-30 13F/A-1 Watsco COM 942622200 144,038 -2,994 -2.04 54,406 -3.00 0.7425
2023-10-16 2023-09-30 13F Watsco COM 942622200 120,593 -26,439 45,551 0.6608
2023-07-25 2023-06-30 13F Watsco COM 942622200 147,032 15,446 11.74 56,088 33.97 0.7071
2023-04-21 2023-03-31 13F Watsco COM 942622200 131,586 -2,301 -1.72 41,865 126,763.64 0.5869
2023-01-11 2022-12-31 13F Watsco COM 942622200 133,887 -7,613 -5.38 33 -99.91 0.5013
2022-10-26 2022-09-30 13F Watsco COM 942622200 141,500 24,613 21.06 36,431 30.51 0.5409
2022-08-29 2022-06-30 13F/A-1 Watsco COM 942622200 116,887 -27,839 -19.24 27,915 -36.68 0.4468
2022-07-11 2022-06-30 13F Watsco COM 942622200 144,898 172 34,604 0.4951
2022-04-20 2022-03-31 13F Watsco COM 942622200 144,726 -1,601 -1.09 44,089 -3.70 0.4983
2022-01-14 2021-12-31 13F Watsco COM 942622200 146,327 2,669 1.86 45,783 20.43 0.4528
2021-10-26 2021-09-30 13F Watsco COM 942622200 143,658 711 0.50 38,015 -7.22 0.3811
2021-07-26 2021-06-30 13F Watsco COM 942622200 142,947 5,886 4.29 40,974 14.65 0.4161
2021-04-21 2021-03-31 13F Watsco COM 942622200 137,061 101 0.07 35,739 15.18 0.4071
2021-01-22 2020-12-31 13F Watsco COM 942622200 136,960 -16,453 -10.72 31,028 -13.15 0.3428
2020-10-08 2020-09-30 13F Watsco COM 942622200 153,413 30,670 24.99 35,728 63.81 0.4986
2020-07-08 2020-06-30 13F Watsco COM 942622200 122,743 7,637 6.63 21,811 19.91 0.3423
2020-04-13 2020-03-31 13F Watsco COM 942622200 115,106 -3,962 -3.33 18,190 -15.20 0.3808
2020-01-14 2019-12-31 13F Watsco COM 942622200 119,068 -430 -0.36 21,450 6.10 0.3851
2019-10-11 2019-09-30 13F Watsco COM 942622200 119,498 2,165 1.85 20,217 5.37 0.3831
2019-07-10 2019-06-30 13F Watsco COM 942622200 117,333 -10,527 -8.23 19,187 4.78 0.3630
2019-04-04 2019-03-31 13F Watsco COM 942622200 127,860 -8,110 -5.96 18,311 -3.21 0.3556
2019-01-14 2018-12-31 13F Watsco COM 942622200 135,970 -11,498 -7.80 18,919 -27.97 0.3945
2018-10-03 2018-09-30 13F Watsco COM 942622200 147,468 -3,326 -2.21 26,264 -2.31 0.4391
2018-07-03 2018-06-30 13F Watsco COM 942622200 150,794 -7,182 -4.55 26,884 -5.96 0.4846
2018-04-03 2018-03-31 13F Watsco COM 942622200 157,976 -820 -0.52 28,589 5.88 0.5221
2018-01-24 2017-12-31 13F Watsco COM 942622200 158,796 -4,267 -2.62 27,002 2.81 0.5222
2017-11-01 2017-09-30 13F Watsco COM 942622200 163,063 66,240 68.41 26,265 75.92 0.5173
2017-07-24 2017-06-30 13F Watsco COM 942622200 96,823 96,823 14,930 0.2855
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.