SEC 13F Intelligence

Jade Capital Advisors, LLC / WSO

Jade Capital Advisors, LLC’s Watsco Inc Position

Does Jade Capital Advisors, LLC own Watsco Inc (WSO)? Not currently — the last reported position was 8.5K shares worth $4M in Q2 2024; the fund’s latest 13F (Q3 2024) no longer reports it.

Position Value
$4M
Q2 2024
Shares
8.5K
% of Portfolio
+2.78%
Quarters Held
1
position exited

Position History WSO

Reported value by quarter
Q2 ’24: $4MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20248.5K$4M+2.78%

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