François Rochon opened WSO · WATSCO, INC.
$27M · now 0.0% of the portfolio
TRADED BY
Jun 30
FILED
Aug 26
YOU SEE IT
Oct 24
57 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.
$323 now
OUR VALUE
$323 today
low $235mid $314high $392
3 models, as of 2026-10-24.
Fairly priced now: inside our value range. The easy part has happened.
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