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Qualivian Investment Partners's investment thesis on Watsco ($WSO) — Q3 2025 | Buyside Digest

$WSONYSEWatsco

BULL

Qualivian Investment Partners—WSO

Fund Letter

Q3 2025

Published December 1, 2025

$325.45USD

+3.3% vs last month

$347.77Pitched

-6.4% since pitch

Market Cap$13.4B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Watsco delivered mixed quarterly results, missing expectations due to volume pressure. However, the company...

— Aamer Khan and Cyril Malak

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