Comfort Systems USA, Inc.
MX ˙ BMV ˙ US1999081045
SecurityMX:FIX / Comfort Systems USA, Inc.
InstitutionUbs Asset Management Americas Inc
Latest Disclosed Ownership146,007 shares
Latest Disclosed Value $ 201,342,193
Ubs Asset Management Americas Inc reports 8.74% increase in ownership of FIX / Comfort Systems USA, Inc.

On May 13, 2026 - Ubs Asset Management Americas Inc filed a 13F-HR form disclosing ownership of 146,007 shares of Comfort Systems USA, Inc. (MX:FIX) valued at $201,342,193 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 134,276 shares of Comfort Systems USA, Inc.. This represents a change in shares of 8.74% 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 146,007 11,731 8.74 201,342 60.66 0.0063
2026-02-13 2025-12-31 13F COMFORT SYS USA COM 199908104 134,276 20,619 18.14 125,318 33.62 0.0265
2025-11-14 2025-09-30 13F COMFORT SYS USA COM 199908104 113,657 -63,571 -35.87 93,787 -1.31 0.0204
2025-08-14 2025-06-30 13F COMFORT SYS USA COM 199908104 177,228 35,493 25.04 95,031 108.01 0.0192
2025-05-19 2025-03-31 13F COMFORT SYS USA COM 199908104 141,735 -17,748 -11.13 45,685 -32.45 0.0117
2025-02-14 2024-12-31 13F COMFORT SYS USA COM 199908104 159,483 -7,891 -4.71 67,630 3.51 0.0158
2024-11-14 2024-09-30 13F COMFORT SYS USA COM 199908104 167,374 -1,548 -0.92 65,334 27.18 0.0168
2024-08-14 2024-06-30 13F COMFORT SYS USA COM 199908104 168,922 79,429 88.75 51,373 80.68 0.0147
2024-05-15 2024-03-31 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 89,493 43,178 93.23 28,433 198.50 0.0101
2024-02-14 2023-12-31 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 46,315 2,083 4.71 9,526 26.38 0.0037
2023-11-13 2023-09-30 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 44,232 11,890 36.76 7,538 59.68 0.0034
2023-08-11 2023-06-30 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 32,342 0 0.00 4,721 0.00 0.0023
2023-05-15 2023-03-31 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 32,342 -6,092 -15.85 4,721 6.74 0.0023
2023-02-14 2022-12-31 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 38,434 -4,466 -10.41 4,423 5.92 0.0023
2022-11-14 2022-09-30 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 42,900 -6,432 -13.04 4,175 1.80 0.0023
2022-08-12 2022-06-30 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 49,332 -4,880 -9.00 4,102 -15.01 0.0021
2022-05-16 2022-03-31 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 54,212 313 0.58 4,825 -9.51 0.0021
2022-02-14 2021-12-31 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 53,899 158 0.29 5,333 39.14 0.0020
2021-11-15 2021-09-30 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 53,741 1,608 3.08 3,833 -6.70 0.0016
2021-08-16 2021-06-30 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 52,133 4,490 9.42 4,108 15.30 0.0018
2021-05-14 2021-03-31 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 47,643 539 1.14 3,562 43.63 0.0016
2021-03-01 2020-12-31 13F/A-1 COMFORT SYSTEMS USA EQUITY US CM 199908104 47,104 10,108 27.32 2,480 30.18 0.0012
2021-02-17 2020-12-31 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 36,996 0 1,906 0.1797
2020-11-13 2020-09-30 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 36,996 7,587 25.80 1,906 59.02 0.0010
2020-08-14 2020-06-30 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 29,409 -5,131 -14.86 1,198 -5.07 0.0007
2020-05-15 2020-03-31 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 34,540 -3,023 -8.05 1,262 -32.59 0.0009
2020-02-14 2019-12-31 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 37,563 -621 -1.63 1,873 10.90 0.0011
2019-11-14 2019-09-30 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 38,184 5,633 17.31 1,689 1.75 0.0011
2019-08-15 2019-06-30 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 32,551 1,350 4.33 1,660 1.53 0.0012
2019-05-14 2019-03-31 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 31,201 2,141 7.37 1,635 28.76 0.0012
2019-02-13 2018-12-31 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 29,060 641 2.26 1,269 -20.79 0.0011
2018-11-13 2018-09-30 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 28,419 0 0.00 1,603 23.14 0.0012
2018-08-14 2018-06-30 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 28,419 0 0.00 1,302 11.01 0.0010
2018-05-14 2018-03-31 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 28,419 6,134 27.53 1,172 20.58 0.0009
2018-02-09 2017-12-31 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 22,285 8,142 57.57 973 92.86 0.0008
2017-11-13 2017-09-30 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 14,143 294 2.12 505 -1.75 0.0005
2017-08-11 2017-06-30 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 13,849 6,551 89.76 514 92.13 0.0005
2017-05-04 2017-03-31 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 7,298 0 0.00 267 9.88 0.0003
2017-03-09 2016-12-31 13F/A-1 COMFORT SYSTEMS USA EQUITY US CM 199908104 7,298 -11,700 -61.59 243 -56.37 0.0003
2017-02-14 2016-12-31 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 7,298 243
2016-11-04 2016-09-30 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 18,998 600 3.26 557 -7.01 0.0006
2016-11-29 2016-06-30 13F/A-1 COMFORT SYSTEMS USA EQUITY US CM 199908104 18,398 0 0.00 599 2.39 0.0007
2016-08-09 2016-06-30 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 18,398 599
2016-05-12 2016-03-31 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 18,398 200 1.10 585 13.15 0.0007
2016-02-12 2015-12-31 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 18,198 -2,100 -10.35 517 -6.51 0.0006
2015-10-29 2015-09-30 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 20,298 0 0.00 553 18.67 0.0006
2015-08-12 2015-06-30 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 20,298 3,300 19.41 466 30.17 0.0004
2015-05-04 2015-03-31 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 16,998 16,998 0.00 358 0.0003
2015-02-02 2014-12-31 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 0 -16,098 -100.00 0 -100.00
2014-10-28 2014-09-30 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 16,098 0 0.00 218 -14.17 0.0002
2014-08-13 2014-06-30 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 16,098 0 0.00 254 3.67 0.0003
2014-05-23 2014-03-31 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 16,098 0 0.00 245 -21.47 0.0003
2014-01-31 2013-12-31 13F COMFORT SYSTEMS USA EQUITY US CM 199908104 16,098 16,098 312 0.0004
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.