Comfort Systems USA, Inc.
MX ˙ BMV ˙ US1999081045
SecurityMX:FIX / Comfort Systems USA, Inc.
InstitutionTwo Sigma Advisers, Lp
Latest Disclosed Ownership6,740 shares
Latest Disclosed Value $ 6,290,375
Two Sigma Advisers, Lp reports 7.67% decrease in ownership of FIX / Comfort Systems USA, Inc.

On February 17, 2026 - Two Sigma Advisers, Lp filed a 13F-HR form disclosing ownership of 6,740 shares of Comfort Systems USA, Inc. (MX:FIX) valued at $6,290,375 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 14, 2025 disclosing 7,300 shares of Comfort Systems USA, Inc.. This represents a change in shares of -7.67% 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)
2026-02-17 2025-12-31 13F COMFORT SYS USA COM 199908104 6,740 -560 -7.67 6,290 4.43 0.0122
2025-11-14 2025-09-30 13F COMFORT SYS USA COM 199908104 7,300 -3,700 -33.64 6,024 2.12 0.0121
2025-08-14 2025-06-30 13F COMFORT SYS USA COM 199908104 11,000 -86,800 -88.75 5,898 -81.29 0.0121
2025-05-15 2025-03-31 13F COMFORT SYS USA COM 199908104 97,800 59,400 154.69 31,524 93.59 0.0710
2025-02-14 2024-12-31 13F COMFORT SYS USA COM 199908104 38,400 5,000 14.97 16,284 24.90 0.0377
2024-11-14 2024-09-30 13F COMFORT SYS USA COM 199908104 33,400 20,500 158.91 13,038 232.32 0.0305
2024-08-14 2024-06-30 13F COMFORT SYS USA COM 199908104 12,900 4,700 57.32 3,923 50.60 0.0087
2024-05-15 2024-03-31 13F COMFORT SYS USA COM 199908104 8,200 -1,900 -18.81 2,605 25.42 0.0060
2024-02-14 2023-12-31 13F COMFORT SYS USA COM 199908104 10,100 2,100 26.25 2,077 52.38 0.0049
2023-11-14 2023-09-30 13F COMFORT SYS USA COM 199908104 8,000 -11,300 -58.55 1,363 -56.99 0.0035
2023-08-14 2023-06-30 13F COMFORT SYS USA COM 199908104 19,300 -9,200 -32.28 3,169 -23.80 0.0081
2023-05-15 2023-03-31 13F COMFORT SYS USA COM 199908104 28,500 14,500 103.57 4,160 158.16 0.0107
2023-02-14 2022-12-31 13F COMFORT SYS USA COM 199908104 14,000 2,600 22.81 1,611 45.14 0.0045
2022-11-14 2022-09-30 13F COMFORT SYS USA COM 199908104 11,400 0 0.00 1,110 17.09 0.0032
2022-08-15 2022-06-30 13F COMFORT SYS USA COM 199908104 11,400 -300 -2.56 948 -8.93 0.0027
2022-05-16 2022-03-31 13F COMFORT SYS USA COM 199908104 11,700 -3,000 -20.41 1,041 -28.40 0.0028
2022-02-14 2021-12-31 13F COMFORT SYS USA COM 199908104 14,700 -3,500 -19.23 1,454 12.02 0.0036
2021-11-15 2021-09-30 13F COMFORT SYS USA COM 199908104 18,200 -9,100 -33.33 1,298 -39.66 0.0034
2021-08-16 2021-06-30 13F COMFORT SYS USA COM 199908104 27,300 -8,200 -23.10 2,151 -18.95 0.0057
2021-05-17 2021-03-31 13F COMFORT SYS USA COM 199908104 35,500 -14,200 -28.57 2,654 1.41 0.0073
2021-02-16 2020-12-31 13F COMFORT SYS USA COM 199908104 49,700 -6,406 -11.42 2,617 -9.45 0.0070
2020-11-16 2020-09-30 13F COMFORT SYS USA COM 199908104 56,106 -13,000 -18.81 2,890 2.63 0.0083
2020-09-15 2020-06-30 13F/A-1 COMFORT SYS USA COM 199908104 69,106 12,200 21.44 2,816 35.38 0.0083
2020-08-14 2020-06-30 13F COMFORT SYS USA COM 199908104 69,106 12,200 2,816 8,137.3048
2020-05-15 2020-03-31 13F COMFORT SYS USA COM 199908104 56,906 -23,800 -29.49 2,080 -48.30 0.0080
2020-02-14 2019-12-31 13F COMFORT SYS USA COM 199908104 80,706 6,806 9.21 4,023 23.07 0.0093
2019-11-14 2019-09-30 13F COMFORT SYS USA COM 199908104 73,900 -18,506 -20.03 3,269 -30.62 0.0080
2019-08-14 2019-06-30 13F COMFORT SYS USA COM 199908104 92,406 -88,101 -48.81 4,712 -50.17 0.0117
2019-05-15 2019-03-31 13F COMFORT SYS USA COM 199908104 180,507 -3,500 -1.90 9,457 17.67 0.0238
2019-02-14 2018-12-31 13F COMFORT SYS USA COM 199908104 184,007 56,200 43.97 8,037 11.50 0.0220
2018-11-14 2018-09-30 13F COMFORT SYS USA COM 199908104 127,807 38,200 42.63 7,208 75.63 0.0176
2018-08-14 2018-06-30 13F COMFORT SYS USA COM 199908104 89,607 -13,500 -13.09 4,104 -3.50 0.0110
2018-05-15 2018-03-31 13F COMFORT SYS USA COM 199908104 103,107 -16,800 -14.01 4,253 -18.74 0.0115
2018-02-14 2017-12-31 13F COMFORT SYS USA COM 199908104 119,907 -41,200 -25.57 5,234 -9.01 0.0141
2017-11-14 2017-09-30 13F COMFORT SYS USA COM 199908104 161,107 -23,200 -12.59 5,752 -15.88 0.0163
2017-08-14 2017-06-30 13F COMFORT SYS USA COM 199908104 184,307 5,700 3.19 6,838 4.46 0.0226
2017-05-15 2017-03-31 13F COMFORT SYS USA COM 199908104 178,607 -70,911 -28.42 6,546 -21.22 0.0215
2017-02-14 2016-12-31 13F COMFORT SYS USA COM 199908104 249,518 63,712 34.29 8,309 52.57 0.0318
2016-11-14 2016-09-30 13F COMFORT SYS USA COM 199908104 185,806 15,800 9.29 5,446 -1.64 0.0232
2016-08-15 2016-06-30 13F COMFORT SYS USA COM 199908104 170,006 -28,200 -14.23 5,537 -12.07 0.0281
2016-05-16 2016-03-31 13F COMFORT SYS USA COM 199908104 198,206 -75,519 -27.59 6,297 -19.05 0.0352
2016-02-16 2015-12-31 13F COMFORT SYS USA COM 199908104 273,725 -35,607 -11.51 7,779 -7.93 0.0464
2015-11-16 2015-09-30 13F COMFORT SYS USA COM 199908104 309,332 112,826 57.42 8,449 87.34 0.0533
2016-02-09 2015-06-30 13F/A-1 COMFORT SYS USA COMMON STOCK 199908104 196,506 54,800 38.67 4,510 51.29 0.0347
2015-08-14 2015-06-30 13F COMFORT SYSTEMS USA COMMON STOCK 199908104 193,406 4,430
2016-02-09 2015-03-31 13F/A-1 COMFORT SYSTEMS USA COMMON STOCK 199908104 141,706 44,100 45.18 2,981 78.40 0.0229
2015-05-15 2015-03-31 13F COMFORT SYSTEMS USA COMMON STOCK 199908104 130,106 2,729
2016-02-09 2014-12-31 13F/A-1 COMFORT SYSTEMS USA COMMON STOCK 199908104 97,606 -3,800 -3.75 1,671 21.62 0.0134
2015-02-17 2014-12-31 13F COMFORT SYSTEMS USA COMMON STOCK 199908104 96,606 1,648
2016-02-09 2014-09-30 13F/A-1 COMFORT SYS USA COM 199908104 101,406 -22,300 -18.03 1,374 -29.72 0.0108
2014-11-14 2014-09-30 13F COMFORT SYS USA COM 199908104 101,406 1,374
2016-02-09 2014-06-30 13F/A-1 COMFORT SYSTEMS USA COMMON STOCK 199908104 123,706 2,700 2.23 1,955 5.96 0.0157
2014-08-14 2014-06-30 13F COMFORT SYSTEMS USA COMMON STOCK 199908104 123,706 1,954
2014-05-15 2014-03-31 13F COMFORT SYSTEMS USA COMMON STOCK 199908104 121,006 9,800 8.81 1,845 -14.42 0.0168
2014-02-14 2013-12-31 13F COMFORT SYSTEMS USA COMMON STOCK 199908104 111,206 81,700 276.89 2,156 333.80 0.0208
2013-11-14 2013-09-30 13F COMFORT SYSTEMS USA COMMON STOCK 199908104 29,506 15,482 110.40 497 140.10 0.0059
2013-08-14 2013-06-30 13F COMFORT SYS USA COM 199908104 14,024 14,024 207 0.0030
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.