Comfort Systems USA, Inc.
MX ˙ BMV ˙ US1999081045
SecurityMX:FIX / Comfort Systems USA, Inc.
InstitutionRenaissance Group Llc
Latest Disclosed Ownership29,374 shares
Latest Disclosed Value $ 40,505,935
Renaissance Group Llc reports 24.29% decrease in ownership of FIX / Comfort Systems USA, Inc.

On May 13, 2026 - Renaissance Group Llc filed a 13F-HR form disclosing ownership of 29,374 shares of Comfort Systems USA, Inc. (MX:FIX) valued at $40,505,935 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 38,796 shares of Comfort Systems USA, Inc.. This represents a change in shares of -24.29% 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 29,374 -9,422 -24.29 40,506 11.87 1.6953
2026-02-11 2025-12-31 13F COMFORT SYS USA COM 199908104 38,796 -13,908 -26.39 36,208 -16.74 1.4539
2025-11-05 2025-09-30 13F COMFORT SYS USA COM 199908104 52,704 -34,676 -39.68 43,491 -7.18 1.6406
2025-08-11 2025-06-30 13F COMFORT SYS USA COM 199908104 87,380 5,775 7.08 46,854 78.13 1.8256
2025-05-13 2025-03-31 13F COMFORT SYS USA COM 199908104 81,605 -13,389 -14.09 26,304 -34.70 1.1598
2025-02-13 2024-12-31 13F COMFORT SYS USA COM 199908104 94,994 81,951 628.31 40,283 691.26 1.6698
2024-11-12 2024-09-30 13F COMFORT SYS USA COM 199908104 13,043 929 7.67 5,091 38.19 0.2096
2024-08-14 2024-06-30 13F COMFORT SYS USA COM 199908104 12,114 -369 -2.96 3,684 -7.09 0.1437
2024-04-26 2024-03-31 13F COMFORT SYSTEMS USA COM 199908104 12,483 -340 -2.65 3,966 50.02 0.1499
2024-02-09 2023-12-31 13F COMFORT SYSTEMS USA COM 199908104 12,823 775 6.43 2,643 28.74 0.1095
2023-11-13 2023-09-30 13F COMFORT SYSTEMS USA COM 199908104 12,048 -1,901 -13.63 2,053 -10.35 0.0938
2023-08-10 2023-06-30 13F COMFORT SYSTEMS USA COM 199908104 13,949 305 2.24 2,290 15.02 0.0989
2023-05-12 2023-03-31 13F COMFORT SYSTEMS USA COM 199908104 13,644 -1,735 -11.28 1,991 12.55 0.0913
2023-02-14 2022-12-31 13F COMFORT SYSTEMS USA COM 199908104 15,379 184 1.21 1,770 19.53 0.0868
2022-11-14 2022-09-30 13F COMFORT SYSTEMS USA COM 199908104 15,195 -1,594 -9.49 1,480 6.02 0.0796
2022-08-15 2022-06-30 13F COMFORT SYSTEMS USA COM 199908104 16,789 810 5.07 1,396 -1.83 0.0720
2022-05-13 2022-03-31 13F COMFORT SYSTEMS USA COM 199908104 15,979 596 3.87 1,422 -6.57 0.0640
2022-02-11 2021-12-31 13F COMFORT SYSTEMS USA COM 199908104 15,383 835 5.74 1,522 46.63 0.0619
2021-11-12 2021-09-30 13F COMFORT SYSTEMS USA COM 199908104 14,548 -202 -1.37 1,038 -10.67 0.0448
2021-08-13 2021-06-30 13F COMFORT SYSTEMS USA COM 199908104 14,750 -3,438 -18.90 1,162 -14.56 0.0487
2021-05-13 2021-03-31 13F COMFORT SYSTEMS USA COM 199908104 18,188 536 3.04 1,360 46.24 0.0575
2021-02-12 2020-12-31 13F COMFORT SYSTEMS USA COM 199908104 17,652 -8 -0.05 930 2.20 0.0400
2020-11-12 2020-09-30 13F COMFORT SYSTEMS USA COM 199908104 17,660 -207 -1.16 910 25.00 0.0421
2020-08-12 2020-06-30 13F COMFORT SYSTEMS USA COM 199908104 17,867 164 0.93 728 12.52 0.0347
2020-05-06 2020-03-31 13F COMFORT SYSTEMS USA COM 199908104 17,703 17,703 647 0.0360
2020-02-12 2019-12-31 13F COMFORT SYSTEMS USA COM 199908104 0 -9,681 -100.00 0 -100.00
2019-10-31 2019-09-30 13F COMFORT SYSTEMS USA COM 199908104 9,681 -18 -0.19 428 -13.54 0.0181
2019-08-13 2019-06-30 13F COMFORT SYSTEMS USA COM 199908104 9,699 -240 -2.41 495 -4.99 0.0201
2019-04-30 2019-03-31 13F COMFORT SYSTEMS USA COM 199908104 9,939 9,939 521 0.0208
2017-05-03 2017-03-31 13F COMFORT SYS USA COM 199908104 0 -10,512 -100.00 0 -100.00
2017-02-10 2016-12-31 13F COMFORT SYS USA COM 199908104 10,512 0 0.00 350 13.64 0.0142
2016-11-14 2016-09-30 13F COMFORT SYS USA COM 199908104 10,512 -243 -2.26 308 -12.00 0.0124
2016-11-21 2016-06-30 13F/A-1 COMFORT SYS USA COM 199908104 10,755 1,060 10.93 350 13.64 0.0147
2016-08-10 2016-06-30 13F COMFORT SYS USA COM 199908104 10,755 350
2016-05-03 2016-03-31 13F COMFORT SYS USA COM 199908104 9,695 9,695 308 0.0124
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.