Watsco Inc. (WSO)

INFORMATION TECHNOLOGY: ELECTRONIC EQUIPMENT
SIC: WHOLESALE-HARDWARE & PLUMBING & HEATING EQUIPMENT & SUPPLIES

2665 S BAYSHORE DR COCONUT GROVE, FL 33133

Watsco is the largest distribution network for heating, air conditioning and refrigeration (HVAC/R) products with locations in the United States, Canada, Mexico and Puerto Rico, and on an export basis to Latin America and the Caribbean. Watsco estimates that over 300,000 contractors and technicians visit or call one of its 600 locations each year to get information, obtain technical support and buy products. HVAC/R products provide comfort to homes and businesses regardless of the outdoor climate. Older systems often operate below today's government mandated energy efficiency and environmental standards. Watsco has an opportunity to accelerate the replacement of these systems at a scale greater than its competitors as the movement toward reducing energy consumption and its environmental impact continues. This is especially important since heating and cooling accounts for approximately half of the energy consumed in a typical U.S. home.

Data as of 2021-09-11 10:19:12 -0400
Market Cap10.896 Billion Shares Outstanding32.971 Million Avg 30-day Volume115.399 Thousand
P/E Ratio33.7985 Dividend Yield2.612 EPS9.13
Price/Sales1.96 Debt to Equity1.99 EBITDA546.999 Million
Price to Book Value7.06 Forward PE13.09 Enterprise Value11.224 Billion
Total Cash96.787 Million Current Debt815.264 Million Gross Profit1.429 Billion
BETA0.69951 52-week High/Low305.72 / 211.67 Next Earnings Date2021-10-21 Price to Cash FLow (P/CF) 64.412
Data provided by IEX Cloud
View SEC Filings from WSO instead.

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Funds Holding WSO (via 13F filings)

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*Shares are split adjusted
*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding WSO BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

none

Exercise Derivative Conversion (M)

none

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

LOGAN BARRY S EXECUTIVE VICE PRESIDENT

  • Officer
228,210 2021-06-07 4

DICKINS DENISE

  • Director
31,181 2021-06-01 2

NAHMAD ALBERT H CHAIRMAN AND CEO

  • Officer
  • Director
4,429,065 2021-03-10 4

MENENDEZ ANA M CFO / TREASURER

  • Officer
115,316 2021-03-10 2

NAHMAD AARON J PRESIDENT

  • Officer
  • Director
238,226 2021-03-10 4

ALVAREZ CESAR L

  • Director
0 2020-12-31 1

MOSS BOB L

  • Director
34,700 2020-12-31 2

SAPE GEORGE

  • Director
7,471 2020-12-31 1

KEELEY BRIAN E.

  • Director
4,177 2020-12-31 1

RUBIN STEVEN

  • Director
2,085 2020-12-31 1

CUSTER JOHN MICHAEL

  • Director
0 2020-12-31 1

RUSH STEPHEN F. EVP AND COO

  • Officer
852 2020-03-09 0

WATSCO INC

  • Director
0 2018-06-04 0

EPSTEIN JASON

  • Director
0 2018-06-04 0

DARNELL DAVID C.

  • Director
5,754 2017-12-31 0

UNITED TECHNOLOGIES CORP /DE/

  • 10% Owner
No longer subject to file 2017-02-28 0

FEDRIZZI STEVEN R

  • Director
2,210 2016-12-31 0

MANLEY PAUL F

  • Director
6,248 2015-12-31 0

JOHNSTON PAUL W VICE PRESIDENT

  • Officer
49,561 2013-08-16 0

BERNER ROBERT L III

  • Director
1,000 2010-12-31 0

TAPELLA GARY L

  • Director
20,449 2010-12-31 0

JOSEPH FREDERICK H

  • Director
10,000 2008-12-31 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days
No current insider transactions

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
WATSCO INC WSO 2021-09-17 22:15:03 UTC -0.18 0.25 850000
WATSCO INC WSO 2021-09-17 21:45:03 UTC -0.18 0.25 850000
WATSCO INC WSO 2021-09-17 21:15:04 UTC -0.18 0.25 850000
WATSCO INC WSO 2021-09-17 20:45:03 UTC -0.18 0.25 850000
WATSCO INC WSO 2021-09-17 20:15:05 UTC -0.18 0.25 850000
WATSCO INC WSO 2021-09-17 19:45:03 UTC -0.18 0.25 850000
WATSCO INC WSO 2021-09-17 19:15:03 UTC -0.18 0.25 850000
WATSCO INC WSO 2021-09-17 18:45:03 UTC -0.18 0.25 850000
WATSCO INC WSO 2021-09-17 18:15:03 UTC -0.18 0.25 850000
WATSCO INC WSO 2021-09-17 17:45:03 UTC -0.18 0.25 850000
WATSCO INC WSO 2021-09-17 17:15:03 UTC -0.18 0.25 850000
WATSCO INC WSO 2021-09-17 16:45:03 UTC -0.18 0.25 850000
WATSCO INC WSO 2021-09-17 16:15:02 UTC -0.18 0.25 850000
WATSCO INC WSO 2021-09-17 15:45:02 UTC -0.18 0.25 850000
WATSCO INC WSO 2021-09-17 15:15:03 UTC -0.18 0.25 850000
WATSCO INC WSO 2021-09-17 14:45:03 UTC -0.18 0.25 850000
WATSCO INC WSO 2021-09-17 14:15:03 UTC -0.18 0.25 850000
WATSCO INC WSO 2021-09-17 13:45:02 UTC -0.18 0.25 850000
WATSCO INC WSO 2021-09-17 13:15:03 UTC -0.18 0.25 850000
WATSCO INC WSO 2021-09-17 12:45:03 UTC -0.18 0.25 850000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin
Series Portfolios Trust- Weiss Alternative Balanced Risk Fund WSO -11.0 shares, $-3221.46 2021-04-30 N-PORT
Weiss Strategic Interval Fund- Weiss Strategic Interval Fund WSO -64.0 shares, $-18344.96 2021-06-30 N-PORT

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