Comfort Systems USA, Inc.
MX ˙ BMV ˙ US1999081045
SecurityMX:FIX / Comfort Systems USA, Inc.
InstitutionPrincipal Financial Group Inc
Latest Disclosed Ownership102,149 shares
Latest Disclosed Value $ 140,880,185
Principal Financial Group Inc reports 1.86% decrease in ownership of FIX / Comfort Systems USA, Inc.

On May 4, 2026 - Principal Financial Group Inc filed a 13F-HR form disclosing ownership of 102,149 shares of Comfort Systems USA, Inc. (MX:FIX) valued at $140,880,185 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 104,089 shares of Comfort Systems USA, Inc.. This represents a change in shares of -1.86% 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)
2026-05-04 2026-03-31 13F COMFORT SYS USA COM 199908104 102,149 -1,940 -1.86 140,880 45.00 0.0752
2026-02-02 2025-12-31 13F COMFORT SYS USA COM 199908104 104,089 -56,609 -35.23 97,162 -26.73 0.0496
2025-11-04 2025-09-30 13F COMFORT SYS USA COM 199908104 160,698 -12,686 -7.32 132,614 42.63 0.0669
2025-08-08 2025-06-30 13F COMFORT SYS USA COM 199908104 173,384 8,300 5.03 92,976 74.73 0.0491
2025-04-28 2025-03-31 13F COMFORT SYS USA COM 199908104 165,084 -8,623 -4.96 53,212 -27.76 0.0299
2025-01-31 2024-12-31 13F COMFORT SYS USA COM 199908104 173,707 -6,852 -3.79 73,660 4.50 0.0402
2024-10-31 2024-09-30 13F COMFORT SYS USA COM 199908104 180,559 -45,729 -20.21 70,486 2.43 0.0388
2024-07-29 2024-06-30 13F COMFORT SYS USA COM 199908104 226,288 -32,897 -12.69 68,817 -16.43 0.0409
2024-04-29 2024-03-31 13F COMFORT SYS USA COM 199908104 259,185 -10,258 -3.81 82,346 48.59 0.0484
2024-02-07 2023-12-31 13F COMFORT SYS USA COM 199908104 269,443 -84,843 -23.95 55,416 -8.21 0.0353
2023-11-02 2023-09-30 13F COMFORT SYS USA COM 199908104 354,286 -15,358 -4.15 60,373 -0.53 0.0434
2023-08-07 2023-06-30 13F COMFORT SYS USA COM 199908104 369,644 -26,398 -6.67 60,695 5.00 0.0415
2023-05-09 2023-03-31 13F COMFORT SYS USA COM 199908104 396,042 7,656 1.97 57,807 29.33 0.0413
2023-02-09 2022-12-31 13F COMFORT SYS USA COM 199908104 388,386 -47,351 -10.87 44,695 5.38 0.0337
2022-11-09 2022-09-30 13F COMFORT SYS USA COM 199908104 435,737 -25,209 -5.47 42,413 10.66 0.0337
2022-08-10 2022-06-30 13F COMFORT SYS USA COM 199908104 460,946 -25,634 -5.27 38,329 -11.50 0.0284
2022-05-09 2022-03-31 13F COMFORT SYS USA COM 199908104 486,580 -319 -0.07 43,311 -7.78 0.0172
2022-05-09 2022-03-31 13F COMFORT SYS USA COM 199908104 480,105 42,735
2022-02-09 2021-12-31 13F COMFORT SYS USA COM 199908104 486,899 -23,716 -4.64 46,963 28.96 0.0280
2021-11-09 2021-09-30 13F COMFORT SYS USA COM 199908104 510,615 -44,311 -7.99 36,417 -16.71 0.0237
2021-08-10 2021-06-30 13F COMFORT SYS USA COM 199908104 554,926 10,072 1.85 43,722 7.32 0.0283
2021-05-10 2021-03-31 13F COMFORT SYS USA COM 199908104 544,854 -53,569 -8.95 40,739 29.28 0.0287
2021-02-23 2020-12-31 13F/A-1 COMFORT SYS USA COM 199908104 598,423 97,443 19.45 31,513 22.11 0.0233
2021-02-08 2020-12-31 13F COMFORT SYS USA COM 199908104 598,445 97,465 31,515 12,398.4867
2020-11-06 2020-09-30 13F COMFORT SYS USA COM 199908104 500,980 213,373 74.19 25,807 120.20 0.0217
2020-08-05 2020-06-30 13F COMFORT SYS USA COM 199908104 287,607 -15,307 -5.05 11,720 5.85 0.0104
2020-05-12 2020-03-31 13F COMFORT SYS USA COM 199908104 302,914 -11,451 -3.64 11,072 -29.35 0.0123
2020-02-05 2019-12-31 13F COMFORT SYS USA COM 199908104 314,365 -9,741 -3.01 15,671 9.32 0.0131
2019-11-13 2019-09-30 13F COMFORT SYS USA COM 199908104 324,106 -1,176 -0.36 14,335 -13.57 0.0126
2019-08-12 2019-06-30 13F COMFORT SYS USA COM 199908104 325,282 -1,108 -0.34 16,586 -3.00 0.0149
2019-05-10 2019-03-31 13F COMFORT SYS USA COM 199908104 326,390 -4,587 -1.39 17,099 18.27 0.0159
2019-02-14 2018-12-31 13F COMFORT SYS USA COM 199908104 330,977 21,015 6.78 14,458 -17.30 0.0154
2018-11-14 2018-09-30 13F COMFORT SYS USA COM 199908104 309,962 13,161 4.43 17,482 28.61 0.0154
2018-08-13 2018-06-30 13F COMFORT SYS USA COM 199908104 296,801 4,264 1.46 13,593 12.65 0.0125
2018-05-14 2018-03-31 13F COMFORT SYS USA COM 199908104 292,537 6,211 2.17 12,067 -3.45 0.0116
2018-02-12 2017-12-31 13F COMFORT SYS USA COM 199908104 286,326 -10,358 -3.49 12,498 17.99 0.0115
2017-11-02 2017-09-30 13F COMFORT SYS USA COM 199908104 296,684 -3,602 -1.20 10,592 -4.92 0.0103
2017-08-08 2017-06-30 13F COMFORT SYS USA COM 199908104 300,286 -3,384 -1.11 11,140 0.09 0.0112
2017-05-11 2017-03-31 13F COMFORT SYS USA COM 199908104 303,670 20,793 7.35 11,130 18.15 0.0134
2017-02-13 2016-12-31 13F COMFORT SYS USA COM 199908104 282,877 2,064 0.74 9,420 14.45 0.0119
2016-11-10 2016-09-30 13F COMFORT SYS USA COM 199908104 280,813 9,748 3.60 8,231 -6.77 0.0109
2016-08-09 2016-06-30 13F COMFORT SYS USA COM 199908104 271,065 3,789 1.42 8,829 3.98 0.0123
2016-05-10 2016-03-31 13F COMFORT SYS USA COM 199908104 267,276 11,344 4.43 8,491 16.75 0.0123
2016-02-09 2015-12-31 13F COMFORT SYS USA COM 199908104 255,932 9,073 3.68 7,273 8.07 0.0108
2015-11-12 2015-09-30 13F/A-1 COMFORT SYS USA COM 199908104 246,859 19,089 8.38 6,730 28.75 0.0106
2015-11-09 2015-09-30 13F COMFORT SYS USA COM 199908104 246,859 6,730
2015-08-10 2015-06-30 13F COMFORT SYS USA COM 199908104 227,770 -1,930 -0.84 5,227 8.15 0.0078
2015-05-14 2015-03-31 13F/A-1 COMFORT SYS USA COM 199908104 229,700 4,034 1.79 4,833 25.11 0.0072
2015-05-12 2015-03-31 13F COMFORT SYS USA COM 199908104 229,700 4,833
2015-02-12 2014-12-31 13F COMFORT SYS USA COM 199908104 225,666 -14,378 -5.99 3,863 18.79 0.0060
2014-11-13 2014-09-30 13F COMFORT SYS USA COM 199908104 240,044 -2,234 -0.92 3,252 -15.05 0.0055
2014-08-12 2014-06-30 13F COMFORT SYS USA COM 199908104 242,278 -2,144 -0.88 3,828 2.77 0.0064
2014-05-13 2014-03-31 13F COMFORT SYS USA COM 199908104 244,422 14,172 6.16 3,725 -16.55 0.0066
2014-02-12 2013-12-31 13F COMFORT SYS USA COM 199908104 230,250 13,635 6.29 4,464 22.60 0.0083
2013-11-05 2013-09-30 13F COMFORT SYS USA COM 199908104 216,615 5,975 2.84 3,641 15.84 0.0075
2013-08-12 2013-06-30 13F COMFORT SYS USA COM 199908104 210,640 210,640 3,143 0.0070
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.