Comfort Systems USA, Inc.
MX ˙ BMV ˙ US1999081045
SecurityMX:FIX / Comfort Systems USA, Inc.
InstitutionPanagora Asset Management Inc
Latest Disclosed Ownership38,743 shares
Latest Disclosed Value $ 53,426,210
Panagora Asset Management Inc reports 9.71% increase in ownership of FIX / Comfort Systems USA, Inc.

On May 14, 2026 - Panagora Asset Management Inc filed a 13F-HR form disclosing ownership of 38,743 shares of Comfort Systems USA, Inc. (MX:FIX) valued at $53,426,210 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 35,315 shares of Comfort Systems USA, Inc.. This represents a change in shares of 9.71% 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)
2026-05-14 2026-03-31 13F COMFORT SYS USA COM 199908104 38,743 3,428 9.71 53,426 62.10 0.2001
2026-02-13 2025-12-31 13F COMFORT SYS USA COM 199908104 35,315 2,892 8.92 32,959 23.19 0.1168
2025-11-13 2025-09-30 13F COMFORT SYS USA COM 199908104 32,423 2,825 9.54 26,755 68.58 0.1078
2025-08-13 2025-06-30 13F COMFORT SYS USA COM 199908104 29,598 -82,239 -73.53 15,871 -55.98 0.0715
2025-05-15 2025-03-31 13F COMFORT SYS USA COM 199908104 111,837 67,058 149.75 36,048 89.85 0.1801
2025-02-13 2024-12-31 13F COMFORT SYS USA COM 199908104 44,779 -1,055 -2.30 18,989 6.13 0.0878
2024-11-13 2024-09-30 13F COMFORT SYS USA COM 199908104 45,834 -23,770 -34.15 17,891 -15.48 0.0855
2024-07-29 2024-06-30 13F COMFORT SYS USA COM 199908104 69,604 -65,831 -48.61 21,168 -50.81 0.1064
2024-05-07 2024-03-31 13F COMFORT SYS USA COM 199908104 135,435 -7,768 -5.42 43,029 46.10 0.2243
2024-02-08 2023-12-31 13F COMFORT SYS USA COM 199908104 143,203 -3,472 -2.37 29,453 17.84 0.1647
2023-10-31 2023-09-30 13F COMFORT SYS USA COM 199908104 146,675 -1,037 -0.70 24,995 3.05 0.1552
2023-08-11 2023-06-30 13F COMFORT SYS USA COM 199908104 147,712 -9,401 -5.98 24,254 5.76 0.1429
2023-05-12 2023-03-31 13F COMFORT SYS USA COM 199908104 157,113 32,159 25.74 22,932 59.48 0.1449
2023-02-13 2022-12-31 13F COMFORT SYS USA COM 199908104 124,954 37,238 42.45 14,380 68.43 0.0943
2022-11-14 2022-09-30 13F COMFORT SYS USA COM 199908104 87,716 -7,779 -8.15 8,537 7.52 0.0592
2022-08-15 2022-06-30 13F COMFORT SYS USA COM 199908104 95,495 -131,943 -58.01 7,940 -60.78 0.0520
2022-05-12 2022-03-31 13F COMFORT SYS USA COM 199908104 227,438 6,317 2.86 20,244 -7.47 0.1103
2022-02-10 2021-12-31 13F COMFORT SYS USA COM 199908104 221,121 -671 -0.30 21,878 38.31 0.1159
2021-11-10 2021-09-30 13F COMFORT SYS USA COM 199908104 221,792 1,726 0.78 15,818 -8.77 0.0845
2021-08-11 2021-06-30 13F COMFORT SYS USA COM 199908104 220,066 -1,160 -0.52 17,339 4.82 0.0929
2021-05-12 2021-03-31 13F COMFORT SYSTEMS USA COMMON 199908104 221,226 -16,699 -7.02 16,541 32.02 0.0929
2021-02-10 2020-12-31 13F COMFORT SYSTEMS USA COMMON 199908104 237,925 9,959 4.37 12,529 6.70 0.0741
2020-11-13 2020-09-30 13F COMFORT SYSTEMS USA COMMON 199908104 227,966 -64,777 -22.13 11,742 -1.57 0.0736
2020-08-12 2020-06-30 13F COMFORT SYSTEMS USA COMMON 199908104 292,743 24,998 9.34 11,929 21.91 0.0760
2020-05-14 2020-03-31 13F COMFORT SYSTEMS USA COMMON 199908104 267,745 -190,300 -41.55 9,785 -57.15 0.0692
2020-02-12 2019-12-31 13F COMFORT SYSTEMS USA COMMON 199908104 458,045 76,224 19.96 22,833 35.20 0.1037
2019-11-12 2019-09-30 13F COMFORT SYSTEMS USA COMMON 199908104 381,821 -1,811 -0.47 16,888 -13.66 0.0779
2019-08-09 2019-06-30 13F COMFORT SYSTEMS USA COMMON 199908104 383,632 -4,473 -1.15 19,561 -3.80 0.0875
2019-05-15 2019-03-31 13F COMFORT SYSTEMS USA COMMON 199908104 388,105 68,994 21.62 20,333 45.87 0.0904
2019-02-14 2018-12-31 13F COMFORT SYSTEMS USA COMMON 199908104 319,111 33,323 11.66 13,939 -13.52 0.0649
2018-11-13 2018-09-30 13F COMFORT SYSTEMS USA COMMON 199908104 285,788 -21,950 -7.13 16,118 14.36 0.0607
2018-08-14 2018-06-30 13F COMFORT SYSTEMS USA COMMON 199908104 307,738 -14,903 -4.62 14,094 5.90 0.0559
2018-05-15 2018-03-31 13F COMFORT SYSTEMS USA COMMON 199908104 322,641 5,876 1.86 13,309 -3.74 0.0525
2018-02-14 2017-12-31 13F COMFORT SYSTEMS USA COMMON 199908104 316,765 -36,242 -10.27 13,826 9.71 0.0519
2017-11-14 2017-09-30 13F COMFORT SYSTEMS USA COMMON 199908104 353,007 -7,456 -2.07 12,602 -5.77 0.0499
2017-08-14 2017-06-30 13F COMFORT SYSTEMS USA COMMON 199908104 360,463 88,769 32.67 13,373 34.31 0.0538
2017-05-15 2017-03-31 13F COMFORT SYSTEMS USA COMMON 199908104 271,694 15,647 6.11 9,957 16.78 0.0415
2017-02-14 2016-12-31 13F COMFORT SYSTEMS USA COMMON 199908104 256,047 73,828 40.52 8,526 59.63 0.0391
2016-11-14 2016-09-30 13F COMFORT SYSTEMS USA COMMON 199908104 182,219 -9,937 -5.17 5,341 -14.65 0.0255
2016-08-15 2016-06-30 13F COMFORT SYSTEMS USA COMMON 199908104 192,156 37,867 24.54 6,258 27.66 0.0311
2016-05-16 2016-03-31 13F COMFORT SYSTEMS USA COMMON 199908104 154,289 132,179 597.82 4,902 680.57 0.0243
2016-02-12 2015-12-31 13F COMFORT SYSTEMS USA COMMON 199908104 22,110 0 0.00 628 4.32 0.0031
2015-11-13 2015-09-30 13F COMFORT SYSTEMS USA COMMON 199908104 22,110 0 0.00 602 18.74 0.0032
2015-08-14 2015-06-30 13F COMFORT SYSTEMS USA COMMON 199908104 22,110 0 0.00 507 9.03 0.0025
2015-05-15 2015-03-31 13F COMFORT SYSTEMS USA COMMON 199908104 22,110 -6,861 -23.68 465 -6.25 0.0024
2015-02-13 2014-12-31 13F COMFORT SYSTEMS USA COMMON 199908104 28,971 -31,059 -51.74 496 -38.99 0.0025
2014-11-12 2014-09-30 13F COMFORT SYSTEMS USA COMMON 199908104 60,030 -66,655 -52.61 813 -59.37 0.0039
2014-08-14 2014-06-30 13F COMFORT SYSTEMS USA COMMON 199908104 126,685 42,711 50.86 2,001 56.33 0.0097
2014-05-15 2014-03-31 13F COMFORT SYSTEMS USA COMMON 199908104 83,974 17,214 25.78 1,280 -1.08 0.0060
2014-02-21 2013-12-31 13F COMFORT SYSTEMS USA COMMON 199908104 66,760 32,392 94.25 1,294 123.88 0.0060
2013-11-14 2013-09-30 13F COMFORT SYSTEMS USA COMMON 199908104 34,368 16,844 96.12 578 120.61 0.0028
2013-08-14 2013-06-30 13F COMFORT SYSTEMS USA COMMON 199908104 17,524 17,524 262 0.0013
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.