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SouthernSun SMID Cap's investment thesis on Watsco ($WSO) — Q2 2025 | Buyside Digest

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$WSONYSEWatsco

BULL

SouthernSun SMID Cap—WSO

Fund Letter

Q2 2025

Published June 30, 2025

View Fund Profile

$325.45USD

+3.3% vs last month

$457.32Pitched

-28.8% since pitch

Market Cap$13.4B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

During 2Q2025, the SouthernSun SMID Cap Composite performed strongly, returning 10.34% net compared to 8.59% for the Russell 2500. Portfolio performance was...

— Michael W. Cook

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What other investors think about $WSO, and what else SouthernSun SMID Cap is buying.

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Qualivian Investment PartnersBULL

Pitched Dec 1, 2025

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

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