Comfort Systems USA, Inc.
MX ˙ BMV ˙ US1999081045
SecurityMX:FIX / Comfort Systems USA, Inc.
InstitutionM&t Bank Corp
Latest Disclosed Ownership3,745 shares
Latest Disclosed Value $ 5,164,318
M&t Bank Corp reports 8.32% decrease in ownership of FIX / Comfort Systems USA, Inc.

On May 12, 2026 - M&t Bank Corp filed a 13F-HR form disclosing ownership of 3,745 shares of Comfort Systems USA, Inc. (MX:FIX) valued at $5,164,318 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on January 30, 2026 disclosing 4,085 shares of Comfort Systems USA, Inc.. This represents a change in shares of -8.32% 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)
2026-05-12 2026-03-31 13F COMFORT SYS USA COM 199908104 3,745 -340 -8.32 5,164 35.43 0.0177
2026-01-30 2025-12-31 13F/A-1 COMFORT SYS USA COM 199908104 4,085 -39 -0.95 3,813 12.08 0.0122
2026-01-28 2025-12-31 13F COMFORT SYS USA COM 199908104 120,415 116,291 10,129 0.0060
2025-11-14 2025-09-30 13F COMFORT SYS USA COM 199908104 4,124 -707 -14.63 3,402 31.35 0.0114
2025-08-13 2025-06-30 13F COMFORT SYS USA COM 199908104 4,831 -235 -4.64 2,591 58.70 0.0089
2025-04-30 2025-03-31 13F COMFORT SYS USA COM 199908104 5,066 -262 -4.92 1,632 -27.76 0.0059
2025-02-06 2024-12-31 13F COMFORT SYS USA COM 199908104 5,328 -52 -0.97 2,259 7.57 0.0076
2024-11-19 2024-09-30 13F/A-1 COMFORT SYS USA COM 199908104 5,380 328 6.49 2,100 36.72 0.0069
2024-11-15 2024-09-30 13F COMFORT SYS USA COM 199908104 5,380 328 2,100 0.0013
2024-07-31 2024-06-30 13F COMFORT SYS USA COM 199908104 5,052 -143 -2.75 1,536 -6.91 0.0052
2024-05-07 2024-03-31 13F COMFORT SYS USA COM 199908104 5,195 -928 -15.16 1,650 31.16 0.0057
2024-02-06 2023-12-31 13F COMFORT SYS USA COM 199908104 6,123 -1,501 -19.69 1,259 -3.16 0.0046
2023-11-02 2023-09-30 13F COMFORT SYS USA COM 199908104 7,624 -3,321 -30.34 1,299 -27.71 0.0052
2023-08-09 2023-06-30 13F COMFORT SYS USA COM 199908104 10,945 -486 -4.25 1,797 7.73 0.0067
2023-05-11 2023-03-31 13F COMFORT SYS USA COM 199908104 11,431 -1,064 -8.52 1,669 15.99 0.0065
2023-02-13 2022-12-31 13F/A-1 COMFORT SYS USA COM 199908104 12,495 -750 -5.66 1,438 11.47 0.0058
2023-02-13 2022-12-31 13F COLUMBUS MCKINNON CORP N Y COM 199908104 11,156 -2,089 1,259 0.0051
2022-11-17 2022-09-30 13F/A-1 COMFORT SYS USA COM 199908104 13,245 -1,160 -8.05 1,290 124.74 0.0057
2022-11-14 2022-09-30 13F COMFORT SYS USA COM 199908104 13,245 -1,160 1,276 0.0011
2022-08-05 2022-06-30 13F COMFORT SYS USA COM 199908104 14,405 8,881 160.77 574 16.90 0.0027
2022-05-09 2022-03-31 13F COMFORT SYS USA COM 199908104 5,524 189 3.54 491 -7.01 0.0022
2022-02-07 2021-12-31 13F COMFORT SYS USA COM 199908104 5,335 176 3.41 528 43.48 0.0022
2021-10-28 2021-09-30 13F COMFORT SYS USA COM 199908104 5,159 266 5.44 368 -4.66 0.0017
2021-08-13 2021-06-30 13F COMFORT SYS USA COM 199908104 4,893 410 9.15 386 15.22 0.0017
2021-05-06 2021-03-31 13F COMFORT SYS USA COM 199908104 4,483 297 7.10 335 52.27 0.0014
2021-02-12 2020-12-31 13F COMFORT SYS USA COM 199908104 4,186 4,186 220 0.0010
2017-02-14 2016-12-31 13F COMFORT SYS USA COM 199908104 0 -33,042 -100.00 0 -100.00
2016-11-04 2016-09-30 13F COMFORT SYS USA COM 199908104 33,042 -4,618 -12.26 968 -21.11 0.0062
2016-08-04 2016-06-30 13F COMFORT SYS USA COM 199908104 37,660 -3,857 -9.29 1,227 -6.97 0.0083
2016-05-11 2016-03-31 13F COMFORT SYS USA COM 199908104 41,517 6,227 17.65 1,319 31.64 0.0089
2016-02-12 2015-12-31 13F COMFORT SYS USA COM 199908104 35,290 35,290 1,002 0.0067
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.