Tom Gayner's position in Watsco is currently worth $216M. That's 1.18% of their equity portfolio (16th largest holding). The investor owns 1.45% of the outstanding Watsco stock. The first Watsco trade was made in Q1 2011. Since then Tom Gayner bought shares 39 more times and sold shares on two occasions. The stake costed the investor $120M, netting the investor a gain of 80% so far.