Baillie Gifford trimmed WSO · WATSCO, INC.
$290M · now 0.3% of the portfolio
TRADED BY
Sep 30
FILED
Nov 9
YOU SEE IT
Nov 9
40 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$300 now
OUR VALUE
$300 today
low $228mid $304high $380
3 models, as of 2026-11-08.
They sold inside our value range.
Margin of Safety Weekly
Every Saturday: the market’s temperature, what the great investors filed, and the week’s research.