Comfort Systems USA, Inc.
MX ˙ BMV ˙ US1999081045
SecurityMX:FIX / Comfort Systems USA, Inc.
InstitutionJanus Henderson Group Plc
Latest Disclosed Ownership115,378 shares
Latest Disclosed Value $ 159,079,239
Janus Henderson Group Plc reports 16.63% increase in ownership of FIX / Comfort Systems USA, Inc.

On May 18, 2026 - Janus Henderson Group Plc filed a 13F-HR/A form disclosing ownership of 115,378 shares of Comfort Systems USA, Inc. (MX:FIX) valued at $159,079,239 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 98,927 shares of Comfort Systems USA, Inc.. This represents a change in shares of 16.63% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-18 2026-03-31 13F/A-1 COMFORT SYS USA COM 199908104 115,378 16,451 16.63 159,079 72.33 0.0268
2026-05-15 2026-03-31 13F COMFORT SYS USA COM 199908104 115,378 16,451 16.63 159,079 72.33 0.0295
2026-02-17 2025-12-31 13F COMFORT SYS USA COM 199908104 98,927 12,746 14.79 92,311 29.74 0.0413
2025-11-14 2025-09-30 13F COMFORT SYS USA COM 199908104 86,181 -17,306 -16.72 71,153 28.26 0.0325
2025-08-14 2025-06-30 13F COMFORT SYS USA COM 199908104 103,487 1,894 1.86 55,474 68.57 0.0272
2025-05-15 2025-03-31 13F COMFORT SYS USA COM 199908104 101,593 -32,804 -24.41 32,908 -42.28 0.0180
2025-02-14 2024-12-31 13F COMFORT SYS USA COM 199908104 134,397 32,269 31.60 57,009 43.00 0.0290
2024-11-14 2024-09-30 13F COMFORT SYS USA COM 199908104 102,128 -40,705 -28.50 39,867 -8.27 0.0204
2024-08-14 2024-06-30 13F COMFORT SYS USA COM 199908104 142,833 -12,378 -7.97 43,462 -11.86 0.0233
2024-05-15 2024-03-31 13F COMFORT SYS USA COM 199908104 155,211 -60,351 -28.00 49,312 11.22 0.0269
2024-02-14 2023-12-31 13F COMFORT SYS USA COM 199908104 215,562 -17,745 -7.61 44,336 11.51 0.0264
2023-11-14 2023-09-30 13F COMFORT SYS USA COM 199908104 233,307 -33,668 -12.61 39,759 -9.30 0.0260
2023-08-14 2023-06-30 13F COMFORT SYS USA COM 199908104 266,975 -62,123 -18.88 43,836 -8.74 0.0273
2023-05-15 2023-03-31 13F COMFORT SYS USA COM 199908104 329,098 -53,323 -13.94 48,034 9.15 0.0317
2023-02-14 2022-12-31 13F COMFORT SYS USA COM 199908104 382,421 -199,163 -34.24 44,009 -22.25 0.0314
2023-01-13 2022-09-30 13F/A-1 COMFORT SYS USA COM 199908104 581,584 -62,601 -9.72 56,606 5.68 0.0424
2022-11-14 2022-09-30 13F COMFORT SYS USA COM 199908104 581,584 -62,601 56,606 0.0424
2022-08-15 2022-06-30 13F COMFORT SYS USA COM 199908104 644,185 -20,568 -3.09 53,564 -9.47 0.0369
2022-05-16 2022-03-31 13F COMFORT SYS USA COM 199908104 664,753 -4,095 -0.61 59,170 -10.59 0.0286
2022-02-14 2021-12-31 13F COMFORT SYS USA COM 199908104 668,848 798 0.12 66,176 38.89 0.0276
2021-11-16 2021-09-30 13F COMFORT SYS USA COM 199908104 668,050 -1,224 -0.18 47,645 -9.65 0.0208
2021-08-16 2021-06-30 13F COMFORT SYS USA COM 199908104 669,274 -95,820 -12.52 52,732 -7.82 0.0226
2021-05-17 2021-03-31 13F COMFORT SYS USA COM 199908104 765,094 -63,591 -7.67 57,206 31.09 0.0261
2021-02-16 2020-12-31 13F COMFORT SYS USA COM 199908104 828,685 92,007 12.49 43,639 15.00 0.0203
2020-11-16 2020-09-30 13F COMFORT SYS USA COM 199908104 736,678 140,858 23.64 37,946 56.29 0.0198
2020-08-14 2020-06-30 13F COMFORT SYS USA COM 199908104 595,820 452,048 314.42 24,280 362.12 0.0136
2020-05-14 2020-03-31 13F COMFORT SYS USA COM 199908104 143,772 134,533 1,456.14 5,254 1,039.70 0.0036
2020-02-18 2019-12-31 13F COMFORT SYS USA COM 199908104 9,239 545 6.27 461 19.74 0.0002
2019-11-14 2019-09-30 13F COMFORT SYS USA COM 199908104 8,694 1,572 22.07 385 6.06 0.0002
2019-07-31 2019-06-30 13F COMFORT SYS USA COM 199908104 7,122 441 6.60 363 3.71 0.0002
2019-04-30 2019-03-31 13F COMFORT SYS USA COM 199908104 6,681 6,681 350 0.0002
2019-02-06 2018-12-31 13F COMFORT SYS USA COM 199908104 0 -3,541 -100.00 0 -100.00
2018-11-09 2018-09-30 13F COMFORT SYS USA COM 199908104 3,541 3,541 200 0.0001
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.