Comfort Systems USA, Inc.
MX ˙ BMV ˙ US1999081045
SecurityMX:FIX / Comfort Systems USA, Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership25,271 shares
Latest Disclosed Value $ 34,849,547
Stifel Financial Corp reports 1.58% decrease in ownership of FIX / Comfort Systems USA, Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 25,271 shares of Comfort Systems USA, Inc. (MX:FIX) valued at $34,849,547 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 25,677 shares of Comfort Systems USA, Inc.. This represents a change in shares of -1.58% 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)
2026-05-12 2026-03-31 13F COMFORT SYS USA COM 199908104 25,271 -406 -1.58 34,850 45.42 0.0320
2026-02-13 2025-12-31 13F COMFORT SYS USA COM 199908104 25,677 -1,230 -4.57 23,964 7.93 0.0216
2025-11-12 2025-09-30 13F COMFORT SYS USA COM 199908104 26,907 6,902 34.50 22,203 107.00 0.0203
2025-08-14 2025-06-30 13F COMFORT SYS USA COM 199908104 20,005 4,573 29.63 10,727 115.64 0.0104
2025-05-14 2025-03-31 13F COMFORT SYS USA COM 199908104 15,432 -691 -4.29 4,975 -27.25 0.0053
2025-02-13 2024-12-31 13F COMFORT SYS USA COM 199908104 16,123 -2,934 -15.40 6,837 -8.09 0.0071
2024-11-14 2024-09-30 13F COMFORT SYS USA COM 199908104 19,057 -3,078 -13.91 7,439 10.52 0.0078
2024-08-13 2024-06-30 13F COMFORT SYS USA COM 199908104 22,135 2,232 11.21 6,732 6.45 0.0076
2024-05-14 2024-03-31 13F COMFORT SYS USA COM 199908104 19,903 -1,056 -5.04 6,323 46.71 0.0072
2024-02-12 2023-12-31 13F COMFORT SYS USA COM 199908104 20,959 10,042 91.98 4,311 131.72 0.0054
2023-11-13 2023-09-30 13F COMFORT SYS USA COM 199908104 10,917 268 2.52 1,860 6.41 0.0026
2023-08-14 2023-06-30 13F COMFORT SYS USA COM 199908104 10,649 -688 -6.07 1,749 5.68 0.0024
2023-05-12 2023-03-31 13F COMFORT SYS USA COM 199908104 11,337 -48 -0.42 1,655 26.26 0.0024
2023-02-13 2022-12-31 13F COMFORT SYS USA COM 199908104 11,385 -554 -4.64 1,310 12.74 0.0020
2022-11-14 2022-09-30 13F COMFORT SYS USA COM 199908104 11,939 4,679 64.45 1,162 92.70 0.0019
2022-08-15 2022-06-30 13F COMFORT SYS USA COM 199908104 7,260 7,260 603 0.0009
2020-08-14 2020-06-30 13F COMFORT SYS USA COM 199908104 0 -7,667 -100.00 0 -100.00
2020-05-14 2020-03-31 13F COMFORT SYS USA COM 199908104 7,667 1,983 34.89 275 -1.79 0.0008
2020-02-13 2019-12-31 13F COMFORT SYS USA COM 199908104 5,684 -185,392 -97.03 280 -96.68 0.0006
2019-11-19 2019-09-30 13F/A-1 COMFORT SYS USA COM 199908104 191,076 -96,542 -33.57 8,438 -42.54 0.0215
2019-11-13 2019-09-30 13F COMFORT SYS USA COM 199908104 191,076 -96,542 8,438 4,729.9219
2019-08-14 2019-06-30 13F COMFORT SYS USA COM 199908104 287,618 -7,275 -2.47 14,684 -4.98 0.0379
2019-05-14 2019-03-31 13F COMFORT SYS USA COM 199908104 294,893 -59,261 -16.73 15,454 -0.13 0.0437
2019-02-13 2018-12-31 13F COMFORT SYS USA COM 199908104 354,154 66,483 23.11 15,474 -4.64 0.0500
2018-11-13 2018-09-30 13F COMFORT SYS USA COM 199908104 287,671 -214,506 -42.72 16,227 -29.48 0.0465
2018-08-14 2018-06-30 13F COMFORT SYS USA COM 199908104 502,177 12,970 2.65 23,011 14.07 0.0706
2018-05-11 2018-03-31 13F COMFORT SYS USA COM 199908104 489,207 28,566 6.20 20,172 0.35 0.0637
2018-02-14 2017-12-31 13F COMFORT SYS USA COM 199908104 460,641 12,416 2.77 20,101 25.73 0.0637
2017-11-13 2017-09-30 13F COMFORT SYS USA COM 199908104 448,225 30,971 7.42 15,988 3.40 0.0555
2017-08-14 2017-06-30 13F COMFORT SYS USA COM 199908104 417,254 62,344 17.57 15,463 19.02 0.0574
2017-05-10 2017-03-31 13F COMFORT SYS USA COM 199908104 354,910 57,767 19.44 12,992 31.43 0.0503
2017-02-16 2016-12-31 13F COMFORT SYS USA COM 199908104 297,143 56,841 23.65 9,885 40.23 0.0420
2016-11-15 2016-09-30 13F COMFORT SYS USA COM 199908104 240,302 33,641 16.28 7,049 4.72 0.0317
2016-08-17 2016-06-30 13F COMFORT SYS USA COM 199908104 206,661 38,857 23.16 6,731 26.29 0.0311
2016-05-16 2016-03-31 13F COMFORT SYS USA COM 199908104 167,804 34,759 26.13 5,330 41.01 0.0284
2016-03-21 2015-12-31 13F/A-2 COMFORT SYS USA COM 199908104 133,045 22,133 19.96 3,780 25.04 0.0197
2016-02-26 2015-12-31 13F/A-1 COMFORT SYS USA COM 199908104 290,486 179,574 5,621 29,391.6980
2016-02-16 2015-12-31 13F COMFORT SYS USA COM 199908104 290,486 6,349
2015-11-16 2015-09-30 13F COMFORT SYS USA COM 199908104 110,912 38,060 52.24 3,023 80.91 0.0170
2015-08-17 2015-06-30 13F/A-1 COMFORT SYS USA COM 199908104 72,852 72,852 1,671 0.0086
2015-08-17 2015-06-30 13F COMFORT SYS USA COM 199908104 72,789 1,670
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.