Comfort Systems USA, Inc.
MX ˙ BMV ˙ US1999081045
SecurityMX:FIX / Comfort Systems USA, Inc.
InstitutionTimesSquare Capital Management, LLC
Latest Disclosed Ownership73,968 shares
Latest Disclosed Value $ 102,001,132
TimesSquare Capital Management, LLC reports 44.41% increase in ownership of FIX / Comfort Systems USA, Inc.

On May 7, 2026 - TimesSquare Capital Management, LLC filed a 13F-HR form disclosing ownership of 73,968 shares of Comfort Systems USA, Inc. (MX:FIX) valued at $102,001,132 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 51,220 shares of Comfort Systems USA, Inc.. This represents a change in shares of 44.41% 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)
2026-05-07 2026-03-31 13F COMFORT SYS USA COM 199908104 73,968 22,748 44.41 102,001 113.38 1.7305
2026-02-06 2025-12-31 13F COMFORT SYS USA COM 199908104 51,220 49,575 3,013.68 47,803 3,422.70 0.7201
2025-11-07 2025-09-30 13F COMFORT SYS USA COM 199908104 1,645 -60,065 -97.33 1,357 -95.90 0.0194
2025-08-08 2025-06-30 13F COMFORT SYS USA COM 199908104 61,710 -16,834 -21.43 33,090 30.70 0.4771
2025-05-02 2025-03-31 13F COMFORT SYS USA COM 199908104 78,544 -9,482 -10.77 25,317 -32.18 0.4077
2025-02-03 2024-12-31 13F COMFORT SYS USA COM 199908104 88,026 -7,254 -7.61 37,328 0.37 0.5439
2024-11-04 2024-09-30 13F COMFORT SYS USA COM 199908104 95,280 16,775 21.37 37,193 55.78 0.5570
2024-08-08 2024-06-30 13F COMFORT SYS USA COM 199908104 78,505 4,639 6.28 23,875 103,700.00 0.3753
2024-05-07 2024-03-31 13F COMFORT SYSTEMS US COM 199908104 73,866 5,196 7.57 23 64.29 0.3412
2024-02-07 2023-12-31 13F COMFORT SYSTEMS US COM 199908104 68,670 68,670 14 0.2077
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.