Comfort Systems USA, Inc.
MX ˙ BMV ˙ US1999081045
SecurityMX:FIX / Comfort Systems USA, Inc.
InstitutionUBS Group AG
Latest Disclosed Ownership190,544 shares
Latest Disclosed Value $ 262,758,271
UBS Group AG reports 23.94% increase in ownership of FIX / Comfort Systems USA, Inc.

On May 5, 2026 - UBS Group AG filed a 13F-HR form disclosing ownership of 190,544 shares of Comfort Systems USA, Inc. (MX:FIX) valued at $262,758,271 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 153,734 shares of Comfort Systems USA, Inc.. This represents a change in shares of 23.94% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-05 2026-03-31 13F COMFORT SYS USA COM 199908104 190,544 36,810 23.94 262,758 83.13 0.0074
2026-01-29 2025-12-31 13F COMFORT SYS USA COM 199908104 153,734 26,605 20.93 143,478 36.77 0.0233
2025-11-13 2025-09-30 13F COMFORT SYS USA COM 199908104 127,129 26,268 26.04 104,904 93.97 0.0164
2025-08-14 2025-06-30 13F COMFORT SYS USA COM 199908104 100,861 6,706 7.12 54,083 78.21 0.0094
2025-05-13 2025-03-31 13F COMFORT SYS USA COM 199908104 94,155 36,153 62.33 30,349 23.39 0.0056
2025-02-14 2024-12-31 13F COMFORT SYS USA COM 199908104 58,002 3,211 5.86 24,596 15.00 0.0045
2024-11-14 2024-09-30 13F COMFORT SYS USA COM 199908104 54,791 19,025 53.19 21,388 96.63 0.0047
2024-08-14 2024-06-30 13F COMFORT SYS USA COM 199908104 35,766 -16,861 -32.04 10,877 -34.95 0.0027
2024-05-13 2024-03-31 13F COMFORT SYS USA COM 199908104 52,627 31,744 152.01 16,720 289.29 0.0042
2024-02-09 2023-12-31 13F COMFORT SYS USA COM 199908104 20,883 -366 -1.72 4,295 18.61 0.0013
2023-11-09 2023-09-30 13F COMFORT SYS USA COM 199908104 21,249 14,241 203.21 3,621 214.87 0.0012
2023-08-11 2023-06-30 13F COMFORT SYS USA COM 199908104 7,008 3,508 100.23 1,151 125.49 0.0004
2023-05-12 2023-03-31 13F COMFORT SYS USA COM 199908104 3,500 411 13.31 511 43.66 0.0002
2023-02-08 2022-12-31 13F COMFORT SYS USA COM 199908104 3,089 2,498 422.67 355 512.07 0.0001
2022-11-10 2022-09-30 13F COMFORT SYS USA COM 199908104 591 58 10.88 58 31.82 0.0000
2022-08-10 2022-06-30 13F COMFORT SYS USA COM 199908104 533 -193 -26.58 44 -32.31 0.0000
2022-05-16 2022-03-31 13F COMFORT SYS USA COM 199908104 726 -783 -51.89 65 -56.38 0.0000
2022-02-14 2021-12-31 13F COMFORT SYS USA COM 199908104 1,509 -647 -30.01 149 -2.61 0.0000
2021-11-15 2021-09-30 13F COMFORT SYS USA COM 199908104 2,156 -490 -18.52 153 -26.79 0.0000
2021-08-13 2021-06-30 13F COMFORT SYS USA COM 199908104 2,646 -59,503 -95.74 209 -95.50 0.0001
2021-05-12 2021-03-31 13F COMFORT SYS USA COM 199908104 62,149 -5,766 -8.49 4,647 29.95 0.0015
2021-02-11 2020-12-31 13F COMFORT SYS USA COM 199908104 67,915 64,411 1,838.21 3,576 1,886.67 0.0012
2020-11-12 2020-09-30 13F COMFORT SYS USA COM 199908104 3,504 -1,227 -25.94 180 -6.74 0.0001
2020-07-31 2020-06-30 13F COMFORT SYS USA COM 199908104 4,731 -9,319 -66.33 193 -62.45 0.0001
2020-05-01 2020-03-31 13F COMFORT SYS USA COM 199908104 14,050 -29,798 -67.96 514 -76.49 0.0002
2020-02-14 2019-12-31 13F COMFORT SYS USA COM 199908104 43,848 -42,147 -49.01 2,186 -42.53 0.0008
2019-11-14 2019-09-30 13F COMFORT SYS USA COM 199908104 85,995 23,876 38.44 3,804 20.08 0.0015
2019-08-14 2019-06-30 13F COMFORT SYS USA COM 199908104 62,119 58,980 1,878.94 3,168 1,831.71 0.0012
2019-05-14 2019-03-31 13F COMFORT SYS USA COM 199908104 3,139 -14,416 -82.12 164 -78.62 0.0001
2019-02-14 2018-12-31 13F COMFORT SYS USA COM 199908104 17,555 5,795 49.28 767 15.51 0.0003
2018-11-14 2018-09-30 13F COMFORT SYS USA COM 199908104 11,760 1,257 11.97 664 38.05 0.0003
2018-08-14 2018-06-30 13F COMFORT SYS USA COM 199908104 10,503 -42,424 -80.16 481 -77.98 0.0002
2018-05-15 2018-03-31 13F COMFORT SYS USA COM 199908104 52,927 353 0.67 2,184 -4.84 0.0009
2018-02-14 2017-12-31 13F COMFORT SYS USA COM 199908104 52,574 -3,053 -5.49 2,295 15.56 0.0009
2017-11-14 2017-09-30 13F COMFORT SYS USA COM 199908104 55,627 4,306 8.39 1,986 4.31 0.0009
2017-11-14 2017-06-30 13F/A-1 COMFORT SYS USA COM 199908104 51,321 -14,983 -22.60 1,904 -21.65 0.0010
2017-08-14 2017-06-30 13F COMFORT SYS USA COM 199908104 51,321 -14,983 1,904
2017-11-14 2017-03-31 13F/A-1 COMFORT SYS USA COM 199908104 66,304 -40,691 -38.03 2,430 -31.80 0.0013
2017-05-12 2017-03-31 13F COMFORT SYS USA COM 199908104 66,304 -40,691 2,430
2017-02-14 2016-12-31 13F COMFORT SYS USA COM 199908104 106,995 16,969 18.85 3,563 35.01 0.0020
2016-11-14 2016-09-30 13F COMFORT SYS USA COM 199908104 90,026 21,831 32.01 2,639 18.82 0.0016
2016-08-12 2016-06-30 13F COMFORT SYS USA COM 199908104 68,195 25,248 58.79 2,221 62.83 0.0014
2016-05-12 2016-03-31 13F COMFORT SYS USA COM 199908104 42,947 13,247 44.60 1,364 61.42 0.0009
2016-02-16 2015-12-31 13F COMFORT SYS USA COM 199908104 29,700 9,973 50.56 845 57.06 0.0005
2015-11-13 2015-09-30 13F COMFORT SYS USA COM 199908104 19,727 12,690 180.33 538 232.10 0.0004
2015-08-14 2015-06-30 13F COMFORT SYS USA COM 199908104 7,037 1,548 28.20 162 39.66 0.0001
2015-05-14 2015-03-31 13F COMFORT SYS USA COM 199908104 5,489 -966 -14.97 116 4.50 0.0001
2015-02-17 2014-12-31 13F COMFORT SYS USA COM 199908104 6,455 6,455 111 0.0001
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.