Comfort Systems USA, Inc.
MX ˙ BMV ˙ US1999081045
SecurityMX:FIX / Comfort Systems USA, Inc.
InstitutionVirginia Retirement Systems Et Al
Latest Disclosed Ownership12,773 shares
Latest Disclosed Value $ 11,920,913
Virginia Retirement Systems Et Al reports 63.27% increase in ownership of FIX / Comfort Systems USA, Inc.

On February 4, 2026 - Virginia Retirement Systems Et Al filed a 13F-HR form disclosing ownership of 12,773 shares of Comfort Systems USA, Inc. (MX:FIX) valued at $11,920,913 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 20, 2025 disclosing 7,823 shares of Comfort Systems USA, Inc.. This represents a change in shares of 63.27% 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)
2026-02-04 2025-12-31 13F COMFORT SYS USA COM 199908104 12,773 4,950 63.27 11,921 84.66 0.0709
2025-10-20 2025-09-30 13F COMFORT SYS USA COM 199908104 7,823 -900 -10.32 6,455 38.02 0.0419
2025-07-29 2025-06-30 13F COMFORT SYS USA COM 199908104 8,723 -1,200 -12.09 4,677 46.25 0.0323
2025-07-16 2025-03-31 13F COMFORT SYS USA COM 199908104 9,923 9,923 3,198 0.0237
2023-08-22 2023-06-30 13F COMFORT SYS USA COM 199908104 0 -2,800 -100.00 0 -100.00
2023-07-11 2023-03-31 13F COMFORT SYS USA COM 199908104 2,800 -2,600 -48.15 409 -34.30 0.0042
2023-05-17 2022-12-31 13F COMFORT SYS USA COM 199908104 5,400 200 3.85 621 22.73 0.0065
2023-05-16 2022-09-30 13F COMFORT SYS USA COM 199908104 5,200 2,900 126.09 506 146.83 0.0057
2022-04-21 2022-03-31 13F COMFORT SYS USA COM 199908104 2,300 2,300 205 0.0019
2020-08-12 2020-06-30 13F COMFORT SYS USA COM 199908104 0 -28,300 -100.00 0 -100.00
2020-05-12 2020-03-31 13F COMFORT SYS USA COM 199908104 28,300 -10,100 -26.30 1,034 -45.98 0.0142
2020-01-27 2019-12-31 13F COMFORT SYS USA COM 199908104 38,400 -6,400 -14.29 1,914 -3.43 0.0206
2019-10-22 2019-09-30 13F COMFORT SYS USA COM 199908104 44,800 6,000 15.46 1,982 0.20 0.0224
2019-07-26 2019-06-30 13F COMFORT SYS USA COM 199908104 38,800 2,400 6.59 1,978 3.72 0.0228
2019-04-25 2019-03-31 13F COMFORT SYS USA COM 199908104 36,400 4,700 14.83 1,907 37.69 0.0225
2019-02-07 2018-12-31 13F COMFORT SYS USA COM 199908104 31,700 -15,500 -32.84 1,385 -47.97 0.0187
2018-11-02 2018-09-30 13F COMFORT SYS USA COM 199908104 47,200 -6,500 -12.10 2,662 8.26 0.0308
2018-08-03 2018-06-30 13F COMFORT SYS USA COM 199908104 53,700 0 0.00 2,459 11.02 0.0301
2018-05-04 2018-03-31 13F COMFORT SYS USA COM 199908104 53,700 0 0.00 2,215 -5.50 0.0267
2018-02-02 2017-12-31 13F COMFORT SYS USA COM 199908104 53,700 -7,600 -12.40 2,344 7.13 0.0277
2017-11-09 2017-09-30 13F COMFORT SYS USA COM 199908104 61,300 3,600 6.24 2,188 2.20 0.0266
2017-08-07 2017-06-30 13F COMFORT SYS USA COM 199908104 57,700 1,100 1.94 2,141 3.23 0.0268
2017-05-08 2017-03-31 13F COMFORT SYS USA COM 199908104 56,600 10,900 23.85 2,074 36.27 0.0267
2017-02-02 2016-12-31 13F COMFORT SYS USA COM 199908104 45,700 0 0.00 1,522 13.67 0.0212
2016-10-31 2016-09-30 13F COMFORT SYS USA COM 199908104 45,700 2,400 5.54 1,339 -5.04 0.0193
2016-08-10 2016-06-30 13F COMFORT SYS USA COM 199908104 43,300 0 0.00 1,410 14.54 0.0208
2016-01-21 2015-12-31 13F COMFORT SYS USA COM 199908104 43,300 -1,100 -2.48 1,231 1.74 0.0184
2015-10-27 2015-09-30 13F COMFORT SYS USA COM 199908104 44,400 7,400 20.00 1,210 42.52 0.0186
2015-07-27 2015-06-30 13F COMFORT SYS USA COM 199908104 37,000 37,000 0.00 849 0.0129
2015-01-28 2014-12-31 13F COMFORT SYS USA COM 199908104 0 -17,200 -100.00 0 -100.00
2014-10-31 2014-09-30 13F COMFORT SYS USA COM 199908104 17,200 0 0.00 233 -14.34 0.0039
2014-07-23 2014-06-30 13F COMFORT SYS USA COM 199908104 17,200 17,200 272 0.0047
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.