Comfort Systems USA, Inc.
MX ˙ BMV ˙ US1999081045
SecurityMX:FIX / Comfort Systems USA, Inc.
InstitutionLazard Asset Management Llc
Latest Disclosed Ownership66,710 shares
Latest Disclosed Value $ 91,992,423
Lazard Asset Management Llc reports 12.55% increase in ownership of FIX / Comfort Systems USA, Inc.

On May 15, 2026 - Lazard Asset Management Llc filed a 13F-HR form disclosing ownership of 66,710 shares of Comfort Systems USA, Inc. (MX:FIX) valued at $91,992,423 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 59,272 shares of Comfort Systems USA, Inc.. This represents a change in shares of 12.55% 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 SYS USA COM 199908104 66,710 7,438 12.55 91,992 66.30 0.1513
2026-02-17 2025-12-31 13F COMFORT SYS USA COM 199908104 59,272 -86,199 -59.26 55,318 -53.92 0.0937
2025-11-14 2025-09-30 13F COMFORT SYS USA COM 199908104 145,471 14,142 10.77 120,040 171,384.29 0.1616
2025-08-14 2025-06-30 13F COMFORT SYSTEMS Common Stock 199908104 131,329 35,585 37.17 70 133.33 0.0969
2025-05-15 2025-03-31 13F COMFORT SYSTEMS Common Stock 199908104 95,744 56,582 144.48 31 87.50 0.0474
2025-02-14 2024-12-31 13F COMFORT SYSTEMS Common Stock 199908104 39,162 -833 -2.08 17 6.67 0.0243
2024-11-14 2024-09-30 13F COMFORT SYSTEMS Common Stock 199908104 39,995 -81,827 -67.17 16 -59.46 0.0209
2024-08-14 2024-06-30 13F COMFORT SYSTEMS Common Stock 199908104 121,822 -9,369 -7.14 37 -9.76 0.0465
2024-07-09 2024-03-31 13F/A-1 COMFORT SYSTEMS Common Stock 199908104 131,191 61,514 88.28 42 192.86 0.0507
2024-05-14 2024-03-31 13F COMFORT SYSTEMS Common Stock 199908104 131,191 61,514 42 0.0506
2024-02-14 2023-12-31 13F COMFORT SYSTEMS Common Stock 199908104 69,677 -14,617 -17.34 14 0.00 0.0181
2023-11-14 2023-09-30 13F COMFORT SYSTEMS Common Stock 199908104 84,294 35,912 74.23 14 100.00 0.0195
2023-08-15 2023-06-30 13F COMFORT SYSTEMS Common Stock 199908104 48,382 456 0.95 8 16.67 0.0098
2023-05-15 2023-03-31 13F COMFORT SYSTEMS Common Stock 199908104 47,926 104 0.22 7 -99.89 0.0092
2023-02-15 2022-12-31 13F COMFORT SYSTEMS Common Stock 199908104 47,822 39,231 456.65 5,503 559.04 0.0076
2022-11-14 2022-09-30 13F COMFORT SYSTEMS Common Stock 199908104 8,591 137 1.62 835 18.95 0.0012
2022-08-09 2022-06-30 13F COMFORT SYSTEMS Common Stock 199908104 8,454 7,597 886.46 702 823.68 0.0009
2022-05-13 2022-03-31 13F COMFORT SYSTEMS Common Stock 199908104 857 324 60.79 76 46.15 0.0001
2022-02-09 2021-12-31 13F COMFORT SYSTEMS Common Stock 199908104 533 533 52 0.0001
2021-05-14 2021-03-31 13F COMFORT SYSTEMS Common Stock 199908104 0 -787 -100.00 0 -100.00
2021-02-11 2020-12-31 13F COMFORT SYSTEMS Common Stock 199908104 787 -306 -28.00 41 -26.79 0.0001
2020-11-13 2020-09-30 13F COMFORT SYSTEMS Common Stock 199908104 1,093 -512 -31.90 56 -13.85 0.0001
2020-08-13 2020-06-30 13F COMFORT SYSTEMS Common Stock 199908104 1,605 -148,991 -98.93 65 -98.82 0.0001
2020-05-14 2020-03-31 13F COMFORT SYSTEMS Common Stock 199908104 150,596 -11,157 -6.90 5,504 -31.74 0.0101
2020-02-13 2019-12-31 13F COMFORT SYSTEMS Common Stock 199908104 161,753 17,896 12.44 8,063 26.74 0.0115
2019-11-14 2019-09-30 13F COMFORT SYSTEMS Common Stock 199908104 143,857 118,130 459.17 6,362 385.28 0.0105
2019-08-14 2019-06-30 13F COMFORT SYSTEMS Common Stock 199908104 25,727 25,727 1,311 0.0021
2019-08-28 2019-03-31 13F/A-1 COMFORT SYSTEMS Common Stock 199908104 0 -12,807 -100.00 0 -100.00
2019-08-28 2018-12-31 13F/A-1 COMFORT SYSTEMS Common Stock 199908104 12,807 12,807 559 0.0010
2019-02-13 2018-12-31 13F COMFORT SYSTEMS Common Stock 199908104 12,807 559
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.