Comfort Systems USA, Inc.
MX ˙ BMV ˙ US1999081045
SecurityMX:FIX / Comfort Systems USA, Inc.
InstitutionHood River Capital Management LLC
Latest Disclosed Ownership249,385 shares
Latest Disclosed Value $ 343,899,421
Hood River Capital Management LLC reports 1.43% increase in ownership of FIX / Comfort Systems USA, Inc.

On May 15, 2026 - Hood River Capital Management LLC filed a 13F-HR form disclosing ownership of 249,385 shares of Comfort Systems USA, Inc. (MX:FIX) valued at $343,899,421 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 245,857 shares of Comfort Systems USA, Inc.. This represents a change in shares of 1.43% 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)
2026-05-15 2026-03-31 13F COMFORT SYSTEMS USA COMMON STOCKS 199908104 249,385 3,528 1.43 343,899 49.88 3.4412
2026-02-17 2025-12-31 13F COMFORT SYSTEMS USA COMMON STOCKS 199908104 245,857 4,666 1.93 229,456 15.29 2.5155
2025-11-14 2025-09-30 13F COMFORT SYSTEMS USA COMMON STOCKS 199908104 241,191 -2,194 -0.90 199,026 52.50 2.3499
2025-08-14 2025-06-30 13F COMFORT SYSTEMS USA COMMON STOCKS 199908104 243,385 4,905 2.06 130,505 69.78 1.8224
2025-05-15 2025-03-31 13F COMFORT SYSTEMS USA COMMON STOCKS 199908104 238,480 6,427 2.77 76,869 -21.88 1.3115
2025-02-14 2024-12-31 13F COMFORT SYSTEMS USA COMMON STOCKS 199908104 232,053 -156,789 -40.32 98,404 -35.17 1.4528
2024-11-14 2024-09-30 13F COMFORT SYSTEMS USA COMMON STOCKS 199908104 388,842 32,945 9.26 151,784 40.24 2.4506
2024-08-14 2024-06-30 13F COMFORT SYSTEMS USA COMMON STOCKS 199908104 355,897 -123,759 -25.80 108,235 -28.98 2.2427
2024-05-15 2024-03-31 13F COMFORT SYSTEMS USA COMMON STOCKS 199908104 479,656 -2,514 -0.52 152,392 53.67 3.3993
2024-02-14 2023-12-31 13F COMFORT SYSTEMS USA COMMON STOCKS 199908104 482,170 -227 -0.05 99,168 20.63 2.7270
2023-11-14 2023-09-30 13F COMFORT SYSTEMS USA COMMON STOCKS 199908104 482,397 9,608 2.03 82,205 5.89 2.6392
2023-08-14 2023-06-30 13F COMFORT SYSTEMS USA COMMON STOCKS 199908104 472,789 6,400 1.37 77,632 14.04 2.3101
2023-05-15 2023-03-31 13F COMFORT SYSTEMS USA COMMON STOCKS 199908104 466,389 18,950 4.24 68,074 32.21 2.2043
2023-02-14 2022-12-31 13F COMFORT SYSTEMS USA COMMON STOCKS 199908104 447,439 186,262 71.32 51,491 102.56 1.8708
2022-11-14 2022-09-30 13F COMFORT SYSTEMS USA COMMON STOCKS 199908104 261,177 4,875 1.90 25,420 19.28 0.9718
2022-08-15 2022-06-30 13F COMFORT SYSTEMS USA COMMON STOCKS 199908104 256,302 168,691 192.55 21,312 173.30 0.8470
2022-05-16 2022-03-31 13F COMFORT SYSTEMS USA COMMON STOCKS 199908104 87,611 87,611 7,798 0.2591
2020-11-13 2020-09-30 13F COMFORT SYSTEMS USA COMMON STOCKS 199908104 0 -49,637 -100.00 0 -100.00
2020-08-14 2020-06-30 13F COMFORT SYSTEMS USA COMMON STOCKS 199908104 49,637 47,959 2,858.10 2,023 3,216.39 0.0907
2020-05-15 2020-03-31 13F COMFORT SYSTEMS USA COMMON STOCKS 199908104 1,678 -411,576 -99.59 61 -99.70 0.0035
2020-02-13 2019-12-31 13F COMFORT SYSTEMS USA COMMON STOCKS 199908104 413,254 73,809 21.74 20,601 37.21 0.8898
2019-11-13 2019-09-30 13F COMFORT SYSTEMS USA COMMON STOCKS 199908104 339,445 339,445 15,014 0.7675
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.