Comfort Systems USA, Inc.
MX ˙ BMV ˙ US1999081045
SecurityMX:FIX / Comfort Systems USA, Inc.
InstitutionPDT Partners, LLC
Latest Disclosed Ownership3,818 shares
Latest Disclosed Value $ 5,264,984
PDT Partners, LLC reports 30.81% decrease in ownership of FIX / Comfort Systems USA, Inc.

On May 15, 2026 - PDT Partners, LLC filed a 13F-HR form disclosing ownership of 3,818 shares of Comfort Systems USA, Inc. (MX:FIX) valued at $5,264,984 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 5,518 shares of Comfort Systems USA, Inc.. This represents a change in shares of -30.81% 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 3,818 -1,700 -30.81 5,265 2.23 0.3116
2026-02-17 2025-12-31 13F COMFORT SYS USA COM 199908104 5,518 0 0.00 5,150 13.09 0.3340
2025-11-17 2025-09-30 13F COMFORT SYS USA COM 199908104 5,518 -4,607 -45.50 4,553 -16.14 0.2871
2025-08-14 2025-06-30 13F COMFORT SYS USA COM 199908104 10,125 991 10.85 5,429 84.41 0.3071
2025-05-15 2025-03-31 13F COMFORT SYS USA COM 199908104 9,134 3,700 68.09 2,944 27.78 0.2091
2025-02-14 2024-12-31 13F COMFORT SYS USA COM 199908104 5,434 -2 -0.04 2,304 8.63 0.2040
2024-11-14 2024-09-30 13F COMFORT SYS USA COM 199908104 5,436 -1,798 -24.85 2,122 -3.59 0.1880
2024-08-15 2024-06-30 13F COMFORT SYS USA COM 199908104 7,234 6,232 621.96 2,200 591.82 0.2082
2024-05-15 2024-03-31 13F COMFORT SYS USA COM 199908104 1,002 1,002 318 0.0301
2022-02-14 2021-12-31 13F COMFORT SYS USA COM 199908104 0 -5,500 -100.00 0 -100.00
2021-11-15 2021-09-30 13F COMFORT SYS USA COM 199908104 5,500 -1,100 -16.67 392 -24.62 0.0282
2021-08-16 2021-06-30 13F COMFORT SYS USA COM 199908104 6,600 -24,700 -78.91 520 -77.78 0.0344
2021-05-17 2021-03-31 13F COMFORT SYS USA COM 199908104 31,300 -725 -2.26 2,340 38.79 0.1681
2021-02-16 2020-12-31 13F COMFORT SYS USA COM 199908104 32,025 32,025 1,686 0.1139
2020-05-15 2020-03-31 13F COMFORT SYS USA COM 199908104 0 -4,142 -100.00 0 -100.00
2020-02-14 2019-12-31 13F COMFORT SYS USA COM 199908104 4,142 4,142 206 0.0127
2016-02-16 2015-12-31 13F COMFORT SYS USA COM 199908104 0 -64,934 -100.00 0 -100.00
2015-11-16 2015-09-30 13F COMFORT SYS USA COM 199908104 64,934 734 1.14 1,770 20.16 0.0396
2015-08-14 2015-06-30 13F COMFORT SYS USA COM 199908104 64,200 45,040 235.07 1,473 265.51 0.0385
2015-05-15 2015-03-31 13F COMFORT SYS USA COM 199908104 19,160 19,160 33.27 403 84.02 0.0104
2014-08-14 2014-06-30 13F COMFORT SYS USA COM 199908104 0 -14,377 -100.00 0 -100.00
2014-05-15 2014-03-31 13F/A-1 COMFORT SYS USA COM 199908104 14,377 -32,740 219 0.0053
2015-06-11 2014-03-31 13F/A-2 COMFORT SYS USA COM 199908104 14,377 -32,740 -69.49 219 -76.04 0.0053
2014-05-15 2014-03-31 13F COMFORT SYS USA COM 199908104 66,772 1,122
2015-06-11 2013-12-31 13F/A-1 COMFORT SYS USA COM 199908104 47,117 -19,655 -29.44 914 -18.54 0.1233
2014-02-14 2013-12-31 13F COMFORT SYS USA COM 199908104 47,117 914
2015-06-11 2013-09-30 13F/A-1 COMFORT SYS USA COM 199908104 66,772 18,719 38.95 1,122 56.49 0.0304
2013-11-14 2013-09-30 13F COMFORT SYS USA COM 199908104 66,772 1,122
2015-06-11 2013-06-30 13F/A-1 COMFORT SYS USA COM 199908104 48,053 48,053 717 0.0185
2013-08-14 2013-06-30 13F COMFORT SYS USA COM 199908104 48,052 717 0.0185
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.