Comfort Systems USA, Inc.
MX ˙ BMV ˙ US1999081045
SecurityMX:FIX / Comfort Systems USA, Inc.
InstitutionGlobeflex Capital L P
Latest Disclosed Ownership4,938 shares
Latest Disclosed Value $ 6,809,453
Globeflex Capital L P reports 3.63% increase in ownership of FIX / Comfort Systems USA, Inc.

On May 13, 2026 - Globeflex Capital L P filed a 13F-HR form disclosing ownership of 4,938 shares of Comfort Systems USA, Inc. (MX:FIX) valued at $6,809,453 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 4,765 shares of Comfort Systems USA, Inc.. This represents a change in shares of 3.63% 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)
2026-05-13 2026-03-31 13F COMFORT SYS USA COM 199908104 4,938 173 3.63 6,809 53.11 1.0305
2026-02-10 2025-12-31 13F COMFORT SYS USA COM 199908104 4,765 1,278 36.65 4,447 54.57 0.6807
2025-11-12 2025-09-30 13F COMFORT SYS USA COM 199908104 3,487 3,140 904.90 2,877 1,446.77 0.4430
2025-08-14 2025-06-30 13F COMFORT SYS USA COM 199908104 347 0 0.00 186 67.57 0.0154
2025-05-12 2025-03-31 13F COMFORT SYS USA COM 199908104 347 0 0.00 112 -24.49 0.0103
2025-02-10 2024-12-31 13F COMFORT SYS USA COM 199908104 347 347 147 0.0125
2021-11-12 2021-09-30 13F COMFORT SYS USA COM 199908104 0 -10,137 -100.00 0 -100.00
2021-08-12 2021-06-30 13F COMFORT SYS USA COM 199908104 10,137 26 0.26 799 5.69 0.1435
2021-05-14 2021-03-31 13F COMFORT SYS USA COM 199908104 10,111 0 0.00 756 42.11 0.1378
2021-02-11 2020-12-31 13F COMFORT SYS USA COM 199908104 10,111 0 0.00 532 2.11 0.1135
2020-11-13 2020-09-30 13F COMFORT SYS USA COM 199908104 10,111 -555 -5.20 521 19.77 0.1379
2020-08-12 2020-06-30 13F COMFORT SYS USA COM 199908104 10,666 -45 -0.42 435 11.25 0.1104
2020-05-13 2020-03-31 13F COMFORT SYS USA COM 199908104 10,711 0 0.00 391 -26.78 0.1202
2020-02-07 2019-12-31 13F COMFORT SYS USA COM 199908104 10,711 10,666 23,702.22 534 26,600.00 0.1000
2019-11-13 2019-09-30 13F COMFORT SYS USA COM 199908104 45 0 0.00 2 0.00 0.0004
2019-08-12 2019-06-30 13F COMFORT SYS USA COM 199908104 45 -25 -35.71 2 -50.00 0.0004
2019-05-10 2019-03-31 13F COMFORT SYS USA COM 199908104 70 0 0.00 4 33.33 0.0008
2019-02-15 2018-12-31 13F/A-1 COMFORT SYS USA COM 199908104 70 70 3 0.0007
2019-02-14 2018-12-31 13F COMFORT SYS USA COM 199908104 70 3
2016-11-09 2016-09-30 13F COMFORT SYS USA COM 199908104 0 -66,047 -100.00 0 -100.00
2016-08-10 2016-06-30 13F COMFORT SYS USA COM 199908104 66,047 0 0.00 2,151 2.53 0.5892
2016-05-03 2016-03-31 13F COMFORT SYS USA COM 199908104 66,047 0 0.00 2,098 11.77 0.5617
2016-02-10 2015-12-31 13F COMFORT SYS USA COM 199908104 66,047 -57,146 -46.39 1,877 -44.10 0.5003
2015-11-09 2015-09-30 13F COMFORT SYS USA COM 199908104 123,193 -8,197 -6.24 3,358 11.38 0.7190
2015-08-05 2015-06-30 13F COMFORT SYS USA COM 199908104 131,390 131,390 0.00 3,015 0.5526
2015-02-10 2014-12-31 13F COMFORT SYS USA COM 199908104 0 -17,407 -100.00 0 -100.00
2014-10-15 2014-09-30 13F COMFORT SYS USA COM 199908104 17,407 -3,621 -17.22 236 -28.92 0.0267
2014-07-18 2014-06-30 13F COMFORT SYS USA COM 199908104 21,028 -49,823 -70.32 332 -69.23 0.0361
2014-04-23 2014-03-31 13F COMFORT SYS USA COM 199908104 70,851 -1,218 -1.69 1,079 -22.76 0.1234
2014-02-12 2013-12-31 13F COMFORT SYS USA COM 199908104 72,069 71,746 22,212.38 1,397 27,840.00 0.1685
2013-11-14 2013-09-30 13F COMFORT SYS USA COM 199908104 323 0 0.00 5 25.00 0.0006
2013-08-08 2013-06-30 13F COMFORT SYS USA COM 199908104 323 323 4 0.0005
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.