Comfort Systems USA, Inc.
MX ˙ BMV ˙ US1999081045
SecurityMX:FIX / Comfort Systems USA, Inc.
InstitutionWellington Management Group Llp
Latest Disclosed Ownership19,174 shares
Latest Disclosed Value $ 26,440,755
Wellington Management Group Llp reports 11.24% decrease in ownership of FIX / Comfort Systems USA, Inc.

On May 15, 2026 - Wellington Management Group Llp filed a 13F-HR form disclosing ownership of 19,174 shares of Comfort Systems USA, Inc. (MX:FIX) valued at $26,440,755 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 21,602 shares of Comfort Systems USA, Inc.. This represents a change in shares of -11.24% 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)
2026-05-15 2026-03-31 13F COMFORT SYS USA COM 199908104 19,174 -2,428 -11.24 26,441 31.15 0.0007
2026-02-17 2025-12-31 13F COMFORT SYS USA COM 199908104 21,602 -2,723 -11.19 20,161 0.44 0.0035
2025-11-14 2025-09-30 13F COMFORT SYS USA COM 199908104 24,325 -31,099 -56.11 20,073 -32.46 0.0035
2025-08-14 2025-06-30 13F COMFORT SYS USA COM 199908104 55,424 -293 -0.53 29,719 65.48 0.0054
2025-05-13 2025-03-31 13F COMFORT SYS USA COM 199908104 55,717 -72,399 -56.51 17,959 -66.94 0.0035
2025-02-12 2024-12-31 13F COMFORT SYS USA COM 199908104 128,116 -13,721 -9.67 54,329 -1.87 0.0099
2024-11-14 2024-09-30 13F COMFORT SYS USA COM 199908104 141,837 -143,335 -50.26 55,366 -36.16 0.0097
2024-08-14 2024-06-30 13F COMFORT SYS USA COM 199908104 285,172 -57,538 -16.79 86,727 -20.35 0.0155
2024-05-15 2024-03-31 13F COMFORT SYS USA COM 199908104 342,710 85,034 33.00 108,882 105.45 0.0193
2024-02-12 2023-12-31 13F COMFORT SYS USA COM 199908104 257,676 -52,737 -16.99 52,996 0.19 0.0099
2023-11-14 2023-09-30 13F COMFORT SYS USA COM 199908104 310,413 37,785 13.86 52,897 18.17 0.0106
2023-08-14 2023-06-30 13F COMFORT SYS USA COM 199908104 272,628 78,750 40.62 44,766 58.19 0.0085
2023-05-12 2023-03-31 13F COMFORT SYS USA COM 199908104 193,878 -4,439 -2.24 28,298 23.99 0.0056
2023-02-13 2022-12-31 13F COMFORT SYS USA COM 199908104 198,317 9,191 4.86 22,822 23.98 0.0046
2022-11-14 2022-09-30 13F COMFORT SYS USA COM 199908104 189,126 189,126 18,408 0.0039
2021-05-17 2021-03-31 13F COMFORT SYS USA COM 199908104 0 -420,325 -100.00 0 -100.00
2021-02-12 2020-12-31 13F COMFORT SYS USA COM 199908104 420,325 -596,933 -58.68 22,134 -57.76 0.0041
2020-11-16 2020-09-30 13F COMFORT SYS USA COM 199908104 1,017,258 162,722 19.04 52,399 50.47 0.0108
2020-08-14 2020-06-30 13F COMFORT SYS USA COM 199908104 854,536 846,630 10,708.70 34,823 11,949.48 0.0078
2020-05-14 2020-03-31 13F COMFORT SYS USA COM 199908104 7,906 7,906 289 0.0001
2019-11-13 2019-09-30 13F COMFORT SYS USA COM 199908104 0 -58,501 -100.00 0 -100.00
2019-08-14 2019-06-30 13F COMFORT SYS USA COM 199908104 58,501 14,923 34.24 2,983 30.66 0.0007
2019-05-15 2019-03-31 13F COMFORT SYS USA COM 199908104 43,578 -10,909 -20.02 2,283 -4.08 0.0005
2019-02-14 2018-12-31 13F COMFORT SYS USA COM 199908104 54,487 54,487 2,380 0.0006
2018-11-14 2018-09-30 13F COMFORT SYS USA COM 199908104 0 -11,341 -100.00 0 -100.00
2018-08-14 2018-06-30 13F COMFORT SYS USA COM 199908104 11,341 4,682 70.31 519 88.73 0.0001
2018-05-15 2018-03-31 13F COMFORT SYS USA COM 199908104 6,659 6,659 275 0.0001
2018-02-13 2017-12-31 13F COMFORT SYS USA COM 199908104 0 -12,709 -100.00 0 -100.00
2017-11-13 2017-09-30 13F COMFORT SYS USA COM 199908104 12,709 427 3.48 454 -0.44 0.0001
2017-08-14 2017-06-30 13F COMFORT SYS USA COM 199908104 12,282 12,282 456 0.0001
2017-05-11 2017-03-31 13F COMFORT SYS USA COM 199908104 0 -18,892 -100.00 0 -100.00
2017-02-14 2016-12-31 13F COMFORT SYS USA COM 199908104 18,892 -85,029 -81.82 629 -79.35 0.0002
2016-11-14 2016-09-30 13F COMFORT SYS USA COM 199908104 103,921 -9,139 -8.08 3,046 -17.27 0.0008
2016-08-15 2016-06-30 13F COMFORT SYS USA COM 199908104 113,060 12,548 12.48 3,682 15.31 0.0010
2016-05-13 2016-03-31 13F COMFORT SYS USA COM 199908104 100,512 3,883 4.02 3,193 16.28 0.0008
2016-02-12 2015-12-31 13F COMFORT SYS USA COM 199908104 96,629 83,489 635.38 2,746 667.04 0.0007
2015-11-16 2015-09-30 13F COMFORT SYS USA COM 199908104 13,140 13,140 0.00 358 0.0001
2014-08-14 2014-06-30 13F COMFORTSYSUSA COM 199908104 0 -54,400 -100.00 0 -100.00
2014-05-15 2014-03-31 13F COMFORTSYSUSA COM 199908104 54,400 54,400 829 0.0002
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.