Comfort Systems USA, Inc.
MX ˙ BMV ˙ US1999081045
SecurityMX:FIX / Comfort Systems USA, Inc.
InstitutionBridgewater Associates, LP
ManagerRay Dalio, Bob Prince
Latest Disclosed Ownership86,462 shares
Latest Disclosed Value $ 119,230,233
Bridgewater Associates, LP reports 26.78% increase in ownership of FIX / Comfort Systems USA, Inc.

On May 15, 2026 - Bridgewater Associates, LP filed a 13F-HR form disclosing ownership of 86,462 shares of Comfort Systems USA, Inc. (MX:FIX) valued at $119,230,233 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 68,199 shares of Comfort Systems USA, Inc.. This represents a change in shares of 26.78% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F COMFORT SYS USA COM 199908104 86,462 18,263 26.78 119,230 87.32 0.5322
2026-02-13 2025-12-31 13F COMFORT SYS USA COM 199908104 68,199 16,116 30.94 63,649 48.10 0.2321
2025-11-13 2025-09-30 13F COMFORT SYS USA COM 199908104 52,083 39,837 325.31 42,978 554.54 0.1684
2025-08-13 2025-06-30 13F COMFORT SYS USA COM 199908104 12,246 -115,233 -90.39 6,566 -84.02 0.0265
2025-05-14 2025-03-31 13F COMFORT SYS USA COM 199908104 127,479 26,546 26.30 41,090 -4.00 0.1906
2025-02-13 2024-12-31 13F COMFORT SYS USA COM 199908104 100,933 85,215 542.15 42,802 597.65 0.1962
2024-11-13 2024-09-30 13F COMFORT SYS USA COM 199908104 15,718 5,442 52.96 6,136 96.32 0.0347
2024-08-14 2024-06-30 13F COMFORT SYS USA COM 199908104 10,276 10,276 3,125 0.0163
2024-05-14 2024-03-31 13F COMFORT SYS USA COM 199908104 0 -7,854 -100.00 0 -100.00
2024-02-14 2023-12-31 13F COMFORT SYS USA COM 199908104 7,854 632 8.75 1,615 31.30 0.0090
2023-11-13 2023-09-30 13F COMFORT SYS USA COM 199908104 7,222 7,222 1,231 0.0074
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.