Comfort Systems USA, Inc.
MX ˙ BMV ˙ US1999081045
SecurityMX:FIX / Comfort Systems USA, Inc.
InstitutionPrudential Financial Inc
Latest Disclosed Ownership34,022 shares
Latest Disclosed Value $ 46,915,997
Prudential Financial Inc reports 70.96% increase in ownership of FIX / Comfort Systems USA, Inc.

On May 13, 2026 - Prudential Financial Inc filed a 13F-HR form disclosing ownership of 34,022 shares of Comfort Systems USA, Inc. (MX:FIX) valued at $46,915,997 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 19,901 shares of Comfort Systems USA, Inc.. This represents a change in shares of 70.96% 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)
2026-05-13 2026-03-31 13F COMFORT SYS USA COM 199908104 34,022 14,121 70.96 46,916 152.60 0.0325
2026-02-13 2025-12-31 13F COMFORT SYS USA COM 199908104 19,901 13,008 188.71 18,573 226.59 0.0224
2025-11-13 2025-09-30 13F COMFORT SYS USA COM 199908104 6,893 -2,707 -28.20 5,688 28.96 0.0068
2025-08-12 2025-06-30 13F COMFORT SYS USA COM 199908104 9,600 -3,048 -24.10 4,411 -21.14 0.0057
2025-05-13 2025-03-31 13F COMFORT SYS USA COM 199908104 12,648 -1,615 -11.32 5,592 -11.76 0.0080
2025-02-11 2024-12-31 13F COMFORT SYS USA COM 199908104 14,263 -7,831 -35.44 6,338 -26.52 0.0087
2024-11-14 2024-09-30 13F COMFORT SYS USA COM 199908104 22,094 -16,728 -43.09 8,625 -26.95 0.0122
2024-08-13 2024-06-30 13F COMFORT SYS USA COM 199908104 38,822 2,311 6.33 11,807 1.78 0.0177
2024-05-14 2024-03-31 13F COMFORT SYS USA COM 199908104 36,511 9,964 37.53 11,600 112.47 0.0163
2024-02-13 2023-12-31 13F COMFORT SYS USA COM 199908104 26,547 -18,262 -40.76 5,460 -28.53 0.0082
2023-11-13 2023-09-30 13F COMFORT SYS USA COM 199908104 44,809 -4,859 -9.78 7,638 79.72 0.0120
2023-08-11 2023-06-30 13F COMFORT SYS USA COM 199908104 49,668 -19,437 -28.13 4,251 -57.86 0.0062
2023-05-12 2023-03-31 13F COMFORT SYS USA COM 199908104 69,105 17,835 34.79 10,087 70.95 0.0158
2023-02-14 2022-12-31 13F COMFORT SYS USA COM 199908104 51,270 3,829 8.07 5,900 28.51 0.0099
2022-11-04 2022-09-30 13F COMFORT SYS USA COM 199908104 47,441 -12,422 -20.75 4,591 -5.61 0.0078
2022-08-15 2022-06-30 13F COMFORT SYS USA COM 199908104 59,863 -4,482 -6.97 4,864 -15.07 0.0077
2022-05-13 2022-03-31 13F COMFORT SYS USA COM 199908104 64,345 7,185 12.57 5,727 6.47 0.0076
2022-02-14 2021-12-31 13F COMFORT SYS USA COM 199908104 57,160 15,600 37.54 5,379 86.19 0.0067
2021-11-15 2021-09-30 13F COMFORT SYS USA COM 199908104 41,560 -8,692 -17.30 2,889 -27.03 0.0040
2021-08-16 2021-06-30 13F COMFORT SYS USA COM 199908104 50,252 -3,797 -7.03 3,959 -2.03 0.0054
2021-05-12 2021-03-31 13F COMFORT SYS USA COM 199908104 54,049 -27,735 -33.91 4,041 -6.18 0.0061
2021-08-16 2020-12-31 13F/A-1 COMFORT SYS USA COM 0052 199908104 81,784 81,120 12,216.87 4,307 12,567.65 0.0072
2021-02-16 2020-12-31 13F COMFORT SYS USA COM 199908104 81,784 81,120 4,307 0.0072
2021-08-05 2020-09-30 13F/A-1 COMFORT SYS USA COM 199908104 664 -12 -1.78 34 21.43 0.0049
2020-11-16 2020-09-30 13F COMFORT SYS USA COM 199908104 105,542 104,866 5,436 0.0103
2021-08-05 2020-06-30 13F/A-1 COMFORT SYS USA COM 0040 199908104 676 -1,603 -70.34 28 -66.27 0.0052
2020-08-12 2020-06-30 13F COMFORT SYS USA COM 199908104 55,451 53,172 2,260 0.0044
2021-08-05 2020-03-31 13F/A-1 COMFORT SYS USA COM 0036 199908104 2,279 666 41.29 83 3.75 0.0216
2020-05-12 2020-03-31 13F COMFORT SYS USA COM 199908104 73,313 71,700 2,680 0.0059
2021-08-05 2019-12-31 13F/A-1 COMFORT SYS USA COM 0049 199908104 1,613 288 21.74 80 35.59 0.0209
2020-02-11 2019-12-31 13F COMFORT SYS USA COM 199908104 72,803 71,478 3,629 0.0054
2021-08-05 2019-09-30 13F/A-1 COMFORT SYS USA COM 0044 199908104 1,325 -40 -2.93 59 -15.71 0.0193
2019-11-13 2019-09-30 13F COMFORT SYS USA COM 199908104 163,746 162,381 7,242 0.0115
2021-08-05 2019-06-30 13F/A-1 COMFORT SYS USA COM 199908104 1,365 158 13.09 70 11.11 0.0243
2019-08-08 2019-06-30 13F COMFORT SYS USA COM 199908104 251,495 250,288 12,824 0.0200
2021-08-05 2019-03-31 13F/A-1 COMFORT SYS USA COM 199908104 1,207 741 159.01 63 215.00 0.0267
2019-05-15 2019-03-31 13F COMFORT SYS USA COM 199908104 180,437 179,971 9,453 0.0157
2021-08-05 2018-12-31 13F/A-1 COMFORT SYS USA COM 199908104 466 138 42.07 20 5.26 0.0162
2019-02-07 2018-12-31 13F COMFORT SYS USA COM 199908104 186,052 45,111 8,127 0.0143
2021-09-01 2018-09-30 13F/A-1 COMFORT SYS USA COM 0056 199908104 328 198 152.31 19 216.67 0.0306
2018-11-07 2018-09-30 13F COMFORT SYS USA COM 199908104 140,941 140,811 7,949 0.0117
2021-09-01 2018-06-30 13F/A-1 COMFORT SYS USA COM 199908104 130 84 182.61 6 200.00 0.0215
2018-08-13 2018-06-30 13F COMFORT SYS USA COM 199908104 109,141 109,095 4,999 0.0075
2021-09-01 2018-03-31 13F/A-1 COMFORT SYS USA COM 199908104 46 -64,075 -99.93 2 -99.93 0.0261
2018-05-04 2018-03-31 13F COMFORT SYS USA COM 199908104 65,421 1,300 2,699 0.0041
2018-02-13 2017-12-31 13F COMFORT SYS USA COM 199908104 64,121 -2,663 -3.99 2,799 17.41 0.0038
2017-11-02 2017-09-30 13F COMFORT SYS USA COM 199908104 66,784 -30,570 -31.40 2,384 -34.00 0.0039
2017-08-07 2017-06-30 13F COMFORT SYS USA COM 199908104 97,354 -283,770 -74.46 3,612 -74.14 0.0054
2017-05-10 2017-03-31 13F COMFORT SYS USA COM 199908104 381,124 144,890 61.33 13,968 77.55 0.0218
2017-02-07 2016-12-31 13F COMFORT SYS USA COM 199908104 236,234 64,520 37.57 7,867 56.31 0.0127
2016-11-04 2016-09-30 13F COMFORT SYS USA COM 199908104 171,714 17,260 11.17 5,033 0.04 0.0083
2016-08-09 2016-06-30 13F COMFORT SYS USA COM 199908104 154,454 -62,080 -28.67 5,031 -26.86 0.0085
2016-05-09 2016-03-31 13F COMFORT SYS USA COM 199908104 216,534 -95,200 -30.54 6,879 -22.36 0.0123
2016-02-12 2015-12-31 13F COMFORT SYS USA COM 199908104 311,734 214,000 218.96 8,860 232.58 0.0160
2015-11-10 2015-09-30 13F COMFORT SYS USA COM 199908104 97,734 8,540 9.57 2,664 30.14 0.0053
2015-08-06 2015-06-30 13F COMFORT SYS USA COM 199908104 89,194 6,200 7.47 2,047 17.24 0.0036
2015-05-01 2015-03-31 13F COMFORT SYS USA COM 199908104 82,994 2,100 2.60 1,746 26.06 0.0030
2015-02-06 2014-12-31 13F COMFORT SYS USA COM 199908104 80,894 -1,200 -1.46 1,385 24.55 0.0025
2014-11-12 2014-09-30 13F COMFORT SYS USA COM 199908104 82,094 -4,137 -4.80 1,112 -18.36 0.0021
2014-08-13 2014-06-30 13F COMFORT SYS USA COM 199908104 86,231 -363 -0.42 1,362 3.18 0.0024
2014-05-14 2014-03-31 13F COMFORT SYS USA COM 199908104 86,594 -2,700 -3.02 1,320 -23.74 0.0025
2014-02-11 2013-12-31 13F COMFORT SYS USA COM 199908104 89,294 6,800 8.24 1,731 24.80 0.0034
2013-11-07 2013-09-30 13F COMFORT SYS USA COM 199908104 82,494 4,200 5.36 1,387 18.75 0.0029
2013-08-07 2013-06-30 13F COMFORT SYS USA COM 199908104 78,294 78,294 1,168 0.0026
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.