Comfort Systems USA, Inc.
MX ˙ BMV ˙ US1999081045
SecurityMX:FIX / Comfort Systems USA, Inc.
InstitutionSystematic Financial Management Lp
Latest Disclosed Ownership30,179 shares
Latest Disclosed Value $ 41,618,611
Systematic Financial Management Lp reports 38.47% decrease in ownership of FIX / Comfort Systems USA, Inc.

On May 13, 2026 - Systematic Financial Management Lp filed a 13F-HR form disclosing ownership of 30,179 shares of Comfort Systems USA, Inc. (MX:FIX) valued at $41,618,611 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 49,050 shares of Comfort Systems USA, Inc.. This represents a change in shares of -38.47% 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 SYSTEMS USA COM 199908104 30,179 -18,871 -38.47 41,619 -9.09 0.7846
2026-02-09 2025-12-31 13F COMFORT SYSTEMS USA COM 199908104 49,050 -15,434 -23.93 45,779 -13.97 1.0791
2025-11-13 2025-09-30 13F COMFORT SYSTEMS USA COM 199908104 64,484 -27,406 -29.82 53,212 8.00 1.2938
2025-08-13 2025-06-30 13F COMFORT SYSTEMS USA COM 199908104 91,890 -2,299 -2.44 49,273 62.29 1.3146
2025-05-14 2025-03-31 13F COMFORT SYSTEMS USA COM 199908104 94,189 -23,771 -20.15 30,360 -39.31 0.8648
2025-02-14 2024-12-31 13F COMFORT SYSTEMS USA COM 199908104 117,960 -11,651 -8.99 50,022 -1.13 1.2731
2024-11-14 2024-09-30 13F COMFORT SYSTEMS USA COM 199908104 129,611 -15,234 -10.52 50,594 14.85 1.2887
2024-08-16 2024-06-30 13F COMFORT SYSTEMS USA COM 199908104 144,845 -32,590 -18.37 44,050 -21.86 1.3382
2024-05-15 2024-03-31 13F COMFORT SYSTEMS USA COM 199908104 177,435 -61,613 -25.77 56,373 14.66 1.5734
2024-02-14 2023-12-31 13F COMFORT SYSTEMS USA COM 199908104 239,048 -28,001 -10.49 49,165 8.04 1.4586
2023-11-14 2023-09-30 13F COMFORT SYSTEMS USA COM 199908104 267,049 -38,243 -12.53 45,508 -9.22 1.4654
2023-08-14 2023-06-30 13F COMFORT SYSTEMS USA COM 199908104 305,292 -9,331 -2.97 50,129 9.16 1.5820
2023-05-12 2023-03-31 13F COMFORT SYSTEMS USA COM 199908104 314,623 -6,389 -1.99 45,922 24.31 1.5016
2023-02-15 2022-12-31 13F Comfort Systems USA COM 199908104 321,012 -13,027 -3.90 36,942 13.63 1.2103
2022-11-14 2022-09-30 13F Comfort Systems USA COM 199908104 334,039 -39,189 -10.50 32,512 4.76 1.1860
2022-08-15 2022-06-30 13F Comfort Systems USA COM 199908104 373,228 -843 -0.23 31,034 -6.79 1.0777
2022-05-11 2022-03-31 13F Comfort Systems USA COM 199908104 374,071 5,492 1.49 33,296 -8.70 1.0390
2022-02-14 2021-12-31 13F Comfort Systems USA COM 199908104 368,579 -76,235 -17.14 36,467 14.95 1.0812
2021-11-12 2021-09-30 13F Comfort Systems USA COM 199908104 444,814 7,624 1.74 31,724 -7.90 0.9825
2021-08-12 2021-06-30 13F Comfort Systems USA COM 199908104 437,190 4,558 1.05 34,446 6.49 1.0415
2021-05-10 2021-03-31 13F Comfort Systems USA COM 199908104 432,632 -42,744 -8.99 32,348 29.22 1.1839
2021-02-12 2020-12-31 13F Comfort Systems USA COM 199908104 475,376 -57,332 -10.76 25,033 -8.77 1.0986
2020-11-12 2020-09-30 13F Comfort Systems USA COM 199908104 532,708 -598 -0.11 27,440 26.27 1.5007
2020-08-13 2020-06-30 13F Comfort Systems USA COM 199908104 533,306 44,419 9.09 21,732 21.62 1.1296
2020-05-12 2020-03-31 13F Comfort Systems USA COM 199908104 488,887 18,961 4.03 17,869 -23.72 1.0971
2020-02-14 2019-12-31 13F Comfort Systems USA COM 199908104 469,926 22,491 5.03 23,426 18.37 0.9161
2019-11-06 2019-09-30 13F Comfort Systems USA COM 199908104 447,435 23,975 5.66 19,790 -8.35 0.8868
2019-07-26 2019-06-30 13F Comfort Systems USA COM 199908104 423,460 18,981 4.69 21,592 1.89 0.8397
2019-05-03 2019-03-31 13F Comfort Systems USA COM 199908104 404,479 3,738 0.93 21,191 21.06 0.7251
2019-02-13 2018-12-31 13F Comfort Systems USA COM 199908104 400,741 43,085 12.05 17,504 -13.23 0.5380
2018-11-06 2018-09-30 13F Comfort Systems USA COM 199908104 357,656 -30,533 -7.87 20,172 13.46 0.4870
2018-08-08 2018-06-30 13F Comfort Systems USA COM 199908104 388,189 33,724 9.51 17,779 21.59 0.4344
2018-05-09 2018-03-31 13F Comfort Systems USA COM 199908104 354,465 6,806 1.96 14,622 -3.64 0.3238
2018-02-09 2017-12-31 13F Comfort Systems USA COM 199908104 347,659 -26,133 -6.99 15,175 13.72 0.3032
2017-11-08 2017-09-30 13F Comfort Systems USA COM 199908104 373,792 3,508 0.95 13,344 -2.87 0.2707
2017-08-10 2017-06-30 13F Comfort Systems USA COM 199908104 370,284 503 0.14 13,738 1.37 0.2540
2017-05-11 2017-03-31 13F Comfort Systems USA COM 199908104 369,781 -18,482 -4.76 13,552 4.82 0.2399
2017-02-10 2016-12-31 13F Comfort Systems USA COM 199908104 388,263 5,164 1.35 12,929 15.14 0.2053
2017-01-26 2016-09-30 13F/A-4 Comfort Systems USA COM 199908104 383,099 -1,256 -0.33 11,229 -10.30 0.1574
2016-11-14 2016-09-30 13F Comfort Systems USA COM 199908104 383,099 11,228
2017-01-25 2016-06-30 13F/A-2 Comfort Systems USA COM 199908104 384,355 -110,618 -22.35 12,518 -20.39 0.1707
2016-08-09 2016-06-30 13F Comfort Systems USA COM 199908104 384,355 12,518
2016-05-11 2016-03-31 13F Comfort Systems USA COM 199908104 494,973 -10,230 -2.02 15,725 9.53 0.1967
2016-02-10 2015-12-31 13F Comfort Systems USA COM 199908104 505,203 -75,093 -12.94 14,357 -9.24 0.1569
2015-11-06 2015-09-30 13F Comfort Systems USA COM 199908104 580,296 -151,554 -20.71 15,818 -5.82 0.1679
2015-08-10 2015-06-30 13F Comfort Systems USA COM 199908104 731,850 55,393 8.19 16,795 18.01 0.1437
2015-05-11 2015-03-31 13F Comfort Systems USA COM 199908104 676,457 -13,890 -2.01 14,232 20.43 0.1124
2015-02-10 2014-12-31 13F Comfort Systems USA COM 199908104 690,347 -49,367 -6.67 11,818 17.91 0.0873
2014-11-12 2014-09-30 13F Comfort Systems USA COM 199908104 739,714 -217,566 -22.73 10,023 -33.73 0.0730
2014-08-11 2014-06-30 13F Comfort Systems USA COM 199908104 957,280 129,249 15.61 15,125 19.86 0.1032
2014-08-11 2014-03-31 13F/A-1 Comfort Systems USA COM 199908104 828,031 11,010 1.35 12,619 -20.34 0.0867
2014-05-15 2014-03-31 13F Comfort Systems USA COM 199908104 828,031 12,619
2014-08-11 2013-12-31 13F/A-2 Comfort Systems USA COM 199908104 817,021 -87,433 -9.67 15,842 4.20 0.1161
2014-02-14 2013-12-31 13F Comfort Systems USA COM 199908104 817,021 15,842
2014-08-11 2013-09-30 13F/A-3 Comfort Systems USA COM 199908104 904,454 -3,912 -0.43 15,203 12.18 0.1204
2013-11-12 2013-09-30 13F Comfort Systems USA COM 199908104 904,454 15,203
2013-08-06 2013-06-30 13F Comfort Systems USA COM 199908104 908,366 908,366 13,552 0.1161
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.