Watsco Shares Purchased by Patrick Mauro Investment Advisor

Firm increased holdings in construction company by 12.4% in Q3

Mar. 14, 2026 at 9:06am

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Patrick Mauro Investment Advisor INC. increased its holdings in shares of Watsco, Inc. (NYSE:WSO) by 12.4% during the 3rd quarter, according to the company's recent 13F filing with the Securities and Exchange Commission (SEC). The firm now owns 30,345 shares of the construction company's stock, making it Watsco's 3rd largest position.

Why it matters

This filing provides insight into the investment strategy and portfolio composition of Patrick Mauro Investment Advisor, a firm that manages over $1 billion in assets. The increased stake in Watsco, a major HVAC equipment distributor, suggests the advisor sees growth potential in the construction and home services sectors.

The details

According to the 13F, Patrick Mauro Investment Advisor INC. bought an additional 3,341 shares of Watsco during Q3 2025, bringing its total position to 30,345 shares worth approximately $12.3 million. This represents about 6.4% of the firm's overall portfolio.

  • The 13F filing covers the 3rd quarter of 2025.

The players

Patrick Mauro Investment Advisor INC.

An investment management firm that oversees over $1 billion in assets for clients.

Watsco, Inc.

A leading distributor of heating, ventilation, air conditioning and refrigeration (HVAC/R) equipment, parts and supplies in the United States.

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The takeaway

This filing shows that a major investment advisor is bullish on the construction and home services sectors, as evidenced by their increased stake in Watsco. It provides insight into the investment strategies of large wealth management firms and the market trends they are betting on.