SEC 13F Intelligence

Crown Advisors Management, Inc. / WSO

Crown Advisors Management, Inc.’s Watsco Inc Position

Does Crown Advisors Management, Inc. own Watsco Inc (WSO)? Not currently — the last reported position was 5.0K shares worth $2M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q2 2025
Shares
5.0K
% of Portfolio
+1.76%
Quarters Held
4
position exited

Position History WSO

Reported value by quarter
Q3 ’24: $2MQ3 ’24Q4 ’24: $2MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $2MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20255.0K$2M+1.76%
Q1 20255.0K$3M+2.24%
Q4 20245.0K$2M+1.52%
Q3 20245.0K$2M+1.58%

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