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Stock impact report

Watsco (WSO) Reported Mixed Performance in Q3 [Yahoo! Finance]

Watsco, Inc. Class B (WSO.B) 
Company Research Source: Yahoo! Finance
A copy of the letter can be downloaded here . The fund outperformed the iShares MSCI USA Quality Factor ETF (QUAL) by 69.2% and 61.3% on a gross and net basis, since inception through September 30, 2025. It also exceeded the S&P 500 by 32.7% and 26.1% respectively, on a gross and net basis. In addition, please check the fund's top five holdings to know its best picks in 2025. In its third-quarter 2025 investor letter, Qualivian Investment Partners highlighted stocks such as Watsco, Inc. (NYSE: WSO ). Watsco, Inc. (NYSE:WSO) engages in the distribution of air conditioning, heating, and refrigeration equipment, and related parts and supplies. The one-month return for Watsco, Inc. (NYSE:WSO) was 1.01%, and its shares lost 29.63% over the last 52 weeks. On December 23, 2025, Watsco, Inc. (NYSE:WSO) stock closed at $345.76 per share, with a market capitalization of $14.062 billion. Qualivian Investment Partners stated the following regarding Watsco, Inc. (NYSE:WSO) in its third quarter Show less Read more
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