3 tracked superinvestors hold COMFORT SYS USA INC (FIX), worth $547M combined, led by Steve Cohen. Smart money is accumulating FIX as of the latest 13F filings.
Current price
$1781.42
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. It operates through two segments: Mechanical and Electrical. The company offers heating, ventilation, and air conditioning systems, as well as plumbing,…
Market cap
$65.8B
P/E
53.9
Div yield
0.1%
Revenue YoY
29.5%
Analyst target
$1992
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
3
tracked 13F / N-PORT funds
Combined value
$547M
disclosed long exposure
Tier-1 conviction
0
concentrated holders
Net this quarter
+1
2 buying · 1 selling
Smart money is net accumulating FIX: 2 funds added or opened versus 1 trimming.
COMFORT SYS USA INC (FIX) appears mainly in diversified and quant books here (3 funds, $547M combined) rather than in concentrated conviction portfolios — read the holders below with that in mind.
The largest position belongs to Steve Cohen at 0.5% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 2 added and 1 trimmed, a net add.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 0.5% | $361M | |
| Added | 0.5% | $119M | |
| Trimmed | 0.2% | $67M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own FIX?
3 tracked funds hold COMFORT SYS USA INC (FIX), the largest being Steve Cohen (Point72) at 0.5% of its 13F portfolio. 0 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling FIX?
In the most recent 13F quarter, 2 tracked funds added or opened FIX and 1 trimmed it.
How much FIX do tracked funds hold?
Combined disclosed long exposure to FIX across tracked superinvestors is $547M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 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.