← Top Holdings

WSOWATSCO INC

CUSIP: 942622200

1

Guru Owners

$194.6M

Total Value Held

577,669

Total Shares

$194.6M
1.55%

📊 Fundamentals

Market Cap$17.9B
P/E Ratio36.0x
Above market avg
Forward P/E31.2x
P/FCF61.5x
EPS (TTM)$12.23
Revenue (TTM)$7.2B
Profit Margin6.87%
Div Yield3.01%
Beta1.05

52-Week Range

$323.05
$509.71

Current: $439.82

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 36.0x trailing earnings → 31.2x forward · 6.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$75.0M$150.1M$225.1M$300.2MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '251 owners · $194.6M
INCREASEDTom Gayner$194.6M
Q3 '251 owners · $228.5M

No changes

Q2 '251 owners · $249.6M
REDUCEDTom Gayner$249.6M
Q1 '251 owners · $300.2M

No changes

Q4 '241 owners · $279.8M
INCREASEDTom Gayner$279.8M
Q3 '241 owners · $286.5M
INCREASEDTom Gayner$286.5M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
5%analyst est. 5.3%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
4.0%current: 4.0%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

WSO: Held by 1 superinvestors · 3 congress member trades

$1,001 - $15,0002025-08-13
$1,001 - $15,0002025-06-17
$1,001 - $15,0002024-10-29
WSO Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker