SEC 13F Intelligence

Anchor Capital Advisors LLC / WSO

Anchor Capital Advisors LLC’s Watsco Inc Position

Does Anchor Capital Advisors LLC own Watsco Inc (WSO)? Yes — 91.4K shares worth $33M (+0.95% of its 13F portfolio) as of Q1 2026, up from 85.4K shares the prior filed quarter.

Position Value
$33M
Q1 2026
Shares
91.4K
% of Portfolio
+0.95%
Quarters Held
30
currently held

Position History WSO

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $3MQ2 ’19: $4MQ3 ’19: $4MQ4 ’19: $4MQ4 ’19Q1 ’20: $41MQ2 ’20: $45MQ3 ’20: $54MQ4 ’20: $54MQ4 ’20Q1 ’21: $63MQ2 ’21: $69MQ3 ’21: $63MQ4 ’21: $74MQ4 ’21Q1 ’22: $71MQ2 ’22: $55MQ3 ’22: $67MQ4 ’22: $65MQ4 ’22Q1 ’23: $81MQ2 ’23: $71MQ3 ’23: $66MQ4 ’23: $71MQ4 ’23Q1 ’24: $55MQ2 ’24: $43MQ3 ’24: $44MQ4 ’24: $40MQ4 ’24Q1 ’25: $42MQ2 ’25: $35MQ3 ’25: $32MQ4 ’25: $29MQ4 ’25Q1 ’26: $33Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202691.4K$33M+0.95%
Q4 202585.4K$29M+0.83%
Q3 202579.0K$32M+0.92%
Q2 202579.1K$35M+1.03%
Q1 202581.7K$42M+1.24%
Q4 202485.3K$40M+1.15%
Q3 202489.3K$44M+1.17%
Q2 202492.2K$43M+1.20%
Q1 2024127.8K$55M+1.45%
Q4 2023165.2K$71M+1.87%
Q3 2023175.8K$66M+1.86%
Q2 2023186.2K$71M+1.84%
Q1 2023253.9K$81M+2.14%
Q4 2022261.3K$65M+1.67%
Q3 2022261.8K$67M+1.86%
Q2 2022231.8K$55M+1.40%
Q1 2022233.8K$71M+1.51%
Q4 2021236.3K$74M+1.46%
Q3 2021239.5K$63M+1.32%
Q2 2021241.4K$69M+1.39%
Q1 2021242.0K$63M+1.33%
Q4 2020236.5K$54M+1.22%
Q3 2020232.0K$54M+1.37%
Q2 2020253.9K$45M+1.16%
Q1 2020258.9K$41M+1.21%
Q4 201924.5K$4M+0.10%
Q3 201924.5K$4M+0.15%
Q2 201924.2K$4M+0.14%
Q1 201918.4K$3M+0.06%
Q4 201810.1K$1M+0.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Anchor Capital Advisors LLC’s full portfolio or all institutional holders of WSO.