Comfort Systems USA, Inc.
MX ˙ BMV ˙ US1999081045
SecurityMX:FIX / Comfort Systems USA, Inc.
InstitutionLord, Abbett & Co. Llc
Latest Disclosed Ownership237,647 shares
Latest Disclosed Value $ 327,713
Lord, Abbett & Co. Llc reports 12.49% decrease in ownership of FIX / Comfort Systems USA, Inc.

On May 14, 2026 - Lord, Abbett & Co. Llc filed a 13F-HR form disclosing ownership of 237,647 shares of Comfort Systems USA, Inc. (MX:FIX) valued at $327,713 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 271,580 shares of Comfort Systems USA, Inc.. This represents a change in shares of -12.49% 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)
2026-05-14 2026-03-31 13F COMFORT SYS USA COM 199908104 237,647 -33,933 -12.49 328 29.25 1.0699
2026-02-13 2025-12-31 13F COMFORT SYS USA COM 199908104 271,580 -2,167 -0.79 253 12.44 0.7775
2025-11-13 2025-09-30 13F COMFORT SYS USA COM 199908104 273,747 141,407 106.85 226 221.43 0.6725
2025-08-14 2025-06-30 13F COMFORT SYS USA COM 199908104 132,340 37,977 40.25 71 133.33 0.2283
2025-05-13 2025-03-31 13F COMFORT SYS USA COM 199908104 94,363 -66,258 -41.25 30 -55.88 0.1084
2025-02-14 2024-12-31 13F COMFORT SYS USA INC COM COM 199908104 160,621 -19,581 -10.87 68 -2.86 0.2154
2024-12-13 2024-09-30 13F/A-1 Comfort Systems USA COM 199908104 180,202 -59,812 -24.92 70 -2.78 0.2239
2024-11-14 2024-09-30 13F Comfort Systems USA COM 199908104 180,202 -59,812 70 0.2268
2024-10-07 2024-06-30 13F/A-1 Comfort Systems USA COM 199908104 240,014 -4,587 -1.88 73 -6.49 0.2388
2024-08-14 2024-06-30 13F Comfort Systems USA COM 199908104 240,014 -4,587 73 0.2438
2024-10-07 2024-03-31 13F/A-1 Comfort Systems USA COM 199908104 244,601 -6,931 -2.76 78 50.98 0.2509
2024-05-09 2024-03-31 13F Comfort Systems USA COM 199908104 244,601 -6,931 78 0.2554
2024-10-07 2023-12-31 13F/A-1 Comfort Systems USA COM 199908104 251,532 -85,854 -25.45 52 -10.53 0.1815
2024-02-12 2023-12-31 13F Comfort Systems USA COM 199908104 251,532 -85,854 52 0.1858
2024-10-07 2023-09-30 13F/A-1 Comfort Systems USA COM 199908104 337,386 3,535 1.06 57 5.56 0.2138
2023-11-13 2023-09-30 13F Comfort Systems USA COM 199908104 337,386 3,535 57 0.2154
2024-10-07 2023-06-30 13F/A-1 Comfort Systems USA COM 199908104 333,851 -44,835 -11.84 55 -1.82 0.1887
2023-08-14 2023-06-30 13F Comfort Systems USA COM 199908104 333,851 -44,835 55 0.1887
2024-10-07 2023-03-31 13F/A-1 Comfort Systems USA COM 199908104 378,686 -186,676 -33.02 55 -15.38 0.1993
2023-05-12 2023-03-31 13F Comfort Systems USA COM 199908104 378,686 -186,676 55 0.1996
2024-10-07 2022-12-31 13F/A-1 Comfort Systems USA COM 199908104 565,362 60,038 11.88 65 -99.87 0.2325
2023-02-10 2022-12-31 13F Comfort Systems USA COM 199908104 565,362 60,038 65 0.2330
2022-11-14 2022-09-30 13F COMFORT SYS USA INC COM COM 199908104 505,324 -80,417 -13.73 49,183 0.98 0.1796
2022-08-12 2022-06-30 13F COMFORT SYS USA INC COM COM 199908104 585,741 19,286 3.40 48,704 -3.40 0.1722
2022-05-13 2022-03-31 13F COMFORT SYS USA INC COM COM 199908104 566,455 268,903 90.37 50,420 71.26 0.1344
2022-02-11 2021-12-31 13F COMFORT SYS USA INC COM COM 199908104 297,552 275,204 1,231.45 29,440 1,746.93 0.0671
2021-11-09 2021-09-30 13F COMFORT SYS USA INC COM COM 199908104 22,348 0 0.00 1,594 -9.48 0.0038
2021-08-11 2021-06-30 13F COMFORT SYS USA INC COM COM 199908104 22,348 0 0.00 1,761 5.39 0.0042
2021-05-11 2021-03-31 13F COMFORT SYS USA INC COM COM 199908104 22,348 0 0.00 1,671 41.97 0.0043
2021-02-09 2020-12-31 13F COMFORT SYS USA INC COM COM 199908104 22,348 0 0.00 1,177 2.26 0.0031
2020-11-12 2020-09-30 13F COMFORT SYS USA INC COM COM 199908104 22,348 -20,522 -47.87 1,151 -34.12 0.0037
2020-08-14 2020-06-30 13F COMFORT SYS USA INC COM COM 199908104 42,870 -44,600 -50.99 1,747 -45.36 0.0061
2020-05-14 2020-03-31 13F COMFORT SYS USA INC COM COM 199908104 87,470 -172,691 -66.38 3,197 -75.35 0.0142
2020-02-14 2019-12-31 13F COMFORT SYS USA INC COM COM 199908104 260,161 1,424 0.55 12,969 13.33 0.0433
2019-11-14 2019-09-30 13F COMFORT SYS USA INC COM COM 199908104 258,737 258,737 11,444 0.0390
2019-02-14 2018-12-31 13F COMFORT SYS USA INC COM COM 199908104 0 -127,730 -100.00 0 -100.00
2018-11-14 2018-09-30 13F COMFORT SYS USA INC COM COM 199908104 127,730 127,730 7,204 0.0200
2016-11-10 2016-09-30 13F COMFORT SYS USA INC COM COM 199908104 0 -192,088 -100.00 0 -100.00
2016-08-12 2016-06-30 13F COMFORT SYS USA INC COM COM 199908104 192,088 4,721 2.52 6,256 5.09 0.0196
2016-05-16 2016-03-31 13F COMFORT SYS USA INC COM COM 199908104 187,367 14,520 8.40 5,953 21.19 0.0187
2016-02-16 2015-12-31 13F COMFORT SYS USA INC COM COM 199908104 172,847 172,847 4,912 0.0148
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.