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Joel Greenblatt's Watsco, Inc. (WSO) position

Yes: as of Q1 2026, Joel Greenblatt holds 64K shares of WSO worth $23M (0.1% of the disclosed portfolio). Held since at least Q1 2021; that opening coverage snapshot is not counted as a purchase.
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Current value
$23M
Shares held
64K
% of portfolio
0.1%
Est. average buy price (i)
$389.05
est. since Q1 2021
Quarter-end price
$363.79

Estimated trade prices

Average price in quarters with purchases
$397.93
Average prices in quarters with sales
  • Q3 2025: $427.59 (5K shares sold)
  • Q2 2025: $463.89 (25K shares sold)
  • Q3 2024: $480.65 (862 shares sold)
  • Q3 2023: $361.55 (113 shares sold)
  • Q2 2023: $339.09 (3K shares sold)
  • Q1 2022: $285.22 (3K shares sold)
  • Q2 2021: $286.30 (1K shares sold)

WSO price vs Greenblatt's position

1Y 3Y 5Y MAX
Dates
$200$400$60020222023202420252026Added 292 shares (22.6%) · Q3 2021. Average closing price $280.42 · Price range $264.62–$295.47292sharespurchasedAdded 4K shares (258.6%) · Q4 2021. Average closing price $296.23 · Price range $267.37–$315.964KsharespurchasedSold 3K shares (45.0%) · Q1 2022. Average closing price $285.22 · Price range $256.28–$311.323KsharessoldAdded 537 shares (17.2%) · Q2 2022. Average closing price $263.17 · Price range $226.94–$305.52537sharespurchasedAdded 3K shares (84.1%) · Q3 2022. Average closing price $270.99 · Price range $240.98–$305.483KsharespurchasedAdded 2K shares (25.4%) · Q4 2022. Average closing price $262.94 · Price range $238.59–$283.232KsharespurchasedAdded 4K shares (43.4%) · Q1 2023. Average closing price $293.75 · Price range $255.38–$324.104KsharespurchasedSold 3K shares (20.8%) · Q2 2023. Average closing price $339.09 · Price range $301.84–$381.473KsharessoldSold 113 shares (1.2%) · Q3 2023. Average closing price $361.55 · Price range $341.03–$380.37113sharessoldAdded 4K shares (45.7%) · Q4 2023. Average closing price $387.45 · Price range $340.51–$429.014KsharespurchasedAdded 1K shares (9.8%) · Q1 2024. Average closing price $401.75 · Price range $377.91–$439.501KsharespurchasedAdded 5K shares (35.1%) · Q2 2024. Average closing price $457.10 · Price range $396.92–$491.015KsharespurchasedSold 862 shares (4.2%) · Q3 2024. Average closing price $480.65 · Price range $448.66–$519.89862sharessoldAdded 7K shares (37.9%) · Q4 2024. Average closing price $506.45 · Price range $466.42–$568.787KsharespurchasedAdded 15K shares (55.3%) · Q1 2025. Average closing price $492.90 · Price range $463.86–$530.7515KsharespurchasedSold 25K shares (59.1%) · Q2 2025. Average closing price $463.89 · Price range $421.84–$520.6625KsharessoldSold 5K shares (28.6%) · Q3 2025. Average closing price $427.59 · Price range $381.94–$489.975KsharessoldAdded 15K shares (118.7%) · Q4 2025. Average closing price $357.06 · Price range $323.51–$414.9015KsharespurchasedAdded 37K shares (136.6%) · Q1 2026. Average closing price $387.47 · Price range $347.20–$427.5837Ksharespurchased← Earlier —1 sell
Average closing price · filing quarter
$387.47
Price range · filing quarter
$347.20 – $427.58
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Added +37K +$14M +136.6% 64K May 15, 2026
Q4 2025 Added +15K +$5.2M +118.7% 27K Feb 17, 2026
Q3 2025 Reduced −5K −$2.1M −28.6% 12K Nov 14, 2025
Q2 2025 Reduced −25K −$12M −59.1% 17K Aug 14, 2025
Q1 2025 Added +15K +$7.4M +55.3% 42K May 15, 2025
Q4 2024 Added +7K +$3.8M +37.9% 27K Feb 14, 2025
Q3 2024 Reduced −862 −$414K −4.2% 20K Nov 14, 2024
Q2 2024 Added +5K +$2.4M +35.1% 20K Aug 14, 2024
Q1 2024 Added +1K +$545K +9.8% 15K May 15, 2024
Q4 2023 Added +4K +$1.7M +45.7% 14K Feb 14, 2024
Q3 2023 Reduced −113 −$41K −1.2% 9K Nov 14, 2023
Q2 2023 Reduced −3K −$854K −20.8% 10K Aug 14, 2023
Q1 2023 Added +4K +$1.1M +43.4% 12K May 15, 2023
Q4 2022 Added +2K +$449K +25.4% 8K Feb 14, 2023
Q3 2022 Added +3K +$834K +84.1% 7K Nov 14, 2022
Q2 2022 Added +537 +$141K +17.2% 4K Aug 15, 2022
Q1 2022 Reduced −3K −$728K −45.0% 3K May 16, 2022
Q4 2021 Added +4K +$1.2M +258.6% 6K Feb 14, 2022
Q3 2021 Added +292 +$82K +22.6% 2K Nov 15, 2021
Q2 2021 Reduced −1K −$324K −46.7% 1K Aug 16, 2021
Q1 2021 First covered – – – 2K May 17, 2021
Data through Q1 2026 · filed May 15, 2026
21 grouped rows from 21 quarters

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Common questions

Does Joel Greenblatt own WSO?

Yes. As of Q1 2026, Joel Greenblatt disclosed 64K shares of WSO, worth $23M. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Joel Greenblatt buy WSO?

Joel Greenblatt held WSO since at least Q1 2021, when this filing coverage begins; the opening snapshot is not a disclosed purchase. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Joel Greenblatt sell WSO?

The quarter-by-quarter table above shows each sale and reduction Joel Greenblatt disclosed in WSO. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of WSO does Joel Greenblatt own?

Joel Greenblatt disclosed 64K shares of WSO as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Joel Greenblatt pay for WSO?

Joel Greenblatt began building the WSO position before our 13F history starts, so an exact average buy price cannot be estimated without understating it. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.