Qualivian Investment Partner added Watsco, a distributor of HVAC equipment, to its portfolio

From Yahoo Finance: 2025-07-01 08:34:00

Qualivian Investment Partners released its Q1 2025 investor letter, outperforming the S&P 500 and iShares MSCI USA Quality Factor ETF. The fund highlighted Watsco, Inc. (NYSE:WSO), a distributor of HVAC equipment. Watsco had a one-month return of 1.81% and a market cap of $17.868 billion. The fund believes in Watsco’s long-term value creation and growth potential.

Watsco, Inc. (NYSE:WSO) is not among the 30 most popular stocks among hedge funds but was held by 35 hedge fund portfolios in Q1 2025. The fund sees potential in AI stocks for higher returns within a shorter timeframe. For investors interested in AI stocks with growth potential, a report on an undervalued AI stock with significant upside is available.



Read more at Yahoo Finance: Here’s Why Qualivian Investment Partner Added Watsco (WSO) to Its Portfolio