4 tracked superinvestors hold COMFORT SYS USA INC (FIX), worth $596M combined, led by Steve Cohen. Smart money is trimming FIX as of the latest 13F filings.
Current price
$1610.34
+122.8%
1Y
Comfort Systems USA, Inc., together with its subsidiaries, provides mechanical and electrical installation, renovation, maintenance, repair, and replacement services for the mechanical and electrical services industry in the United States. The company operates through two segments: Mechanical and Electrical. It offers heating, ventilation, and air conditioning systems, as well as plumbing,…
Market cap
$65.8B
P/E
53.9
Div yield
0.2%
Revenue YoY
29.5%
Analyst target
$2080
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
4
tracked 13F / N-PORT funds
Combined value
$596M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
-2
1 buying · 3 selling
Smart money is net reducing FIX: 3 funds trimmed versus 1 adding. 1 opened a brand-new position.
COMFORT SYS USA INC (FIX) is held by 4 tracked funds worth $596M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Steve Cohen at 0.4% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Philippe Laffont), with 0 adding and 3 trimming — a net reduction signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 0.4% | $373M | |
| Trimmed | 0.4% | $96M | |
| Trimmed | 0.2% | $91M | |
| New buy | 0.1% | $35M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
4 insiders filed SEC Form 144 for $43M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Brian E Lane | Officer & Director | 16,024 | $26M | 2026-08-26 |
| George William Iii | Officer | 2,554 | $5M | 2026-08-17 |
| Franklin Myers | Director | 4,000 | $7M | 2026-08-11 |
| Myers Franklin | Director | 3,500 | $6M | 2026-08-10 |
Which superinvestors own FIX?
4 tracked funds hold COMFORT SYS USA INC (FIX), the largest being Steve Cohen (Point72) at 0.4% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling FIX?
In the most recent 13F quarter, 1 tracked fund added or opened FIX and 3 trimmed it, including 1 brand-new position.
How much FIX do tracked funds hold?
Combined disclosed long exposure to FIX across tracked superinvestors is $596M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.