Comfort Systems USA, Inc.
US ˙ NYSE ˙ US1999081045

SecurityFIX / Comfort Systems USA, Inc.
InstitutionAmalgamated Bank
Latest Disclosed Ownership7,599 shares
Latest Disclosed Value $ 10,479
Amalgamated Bank reports 3.60% decrease in ownership of FIX / Comfort Systems USA, Inc.

On May 8, 2026 - Amalgamated Bank filed a 13F-HR form disclosing ownership of 7,599 shares of Comfort Systems USA, Inc. (US:FIX) valued at $10,478,945 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 7,883 shares of Comfort Systems USA, Inc.. This represents a change in shares of -3.60% during the quarter. The current value of the position is $14,058,454 USD.

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)
2026-05-08 2026-03-31 13F COMFORT SYSTEMS USA COM 199908104 7,599 -284 -3.60 10 42.86 0.0802
2026-02-05 2025-12-31 13F COMFORT SYSTEMS USA COM 199908104 7,883 -9,668 -55.09 7 -50.00 0.0531
2025-10-29 2025-09-30 13F COMFORT SYSTEMS USA COM 199908104 17,551 198 1.14 14 55.56 0.1035
2025-08-04 2025-06-30 13F COMFORT SYSTEMS USA COM 199908104 17,353 -9 -0.05 9 80.00 0.0718
2025-04-25 2025-03-31 13F COMFORT SYSTEMS USA COM 199908104 17,362 -506 -2.83 6 -28.57 0.0479
2025-02-04 2024-12-31 13F COMFORT SYSTEMS USA COM 199908104 17,868 -83 -0.46 8 0.00 0.0622
2024-10-30 2024-09-30 13F COMFORT SYSTEMS USA COM 199908104 17,951 -474 -2.57 7 40.00 0.0577
2024-08-12 2024-06-30 13F COMFORT SYSTEMS USA COM 199908104 18,425 -238 -1.28 6 0.00 0.0477
2024-04-23 2024-03-31 13F COMFORT SYSTEMS USA COM 199908104 18,663 -4,039 -17.79 6 25.00 0.0507
2024-02-06 2023-12-31 13F COMFORT SYSTEMS USA COM 199908104 22,702 6,756 42.37 5 100.00 0.0373
2023-11-08 2023-09-30 13F COMFORT SYSTEMS USA COM 199908104 15,946 -253 -1.56 3 0.00 0.0231
2023-08-11 2023-06-30 13F COMFORT SYSTEMS USA COM 199908104 16,199 -151 -0.92 3 0.00 0.0215
2023-05-02 2023-03-31 13F COMFORT SYSTEMS USA COM 199908104 16,350 -1,089 -6.24 2 0.00 0.0203
2023-02-10 2022-12-31 13F COMFORT SYSTEMS USA COM 199908104 17,439 -71 -0.41 2 -99.88 0.0179
2022-11-09 2022-09-30 13F COMFORT SYSTEMS USA COM 199908104 17,510 287 1.67 1,704 18.99 0.0164
2022-08-15 2022-06-30 13F COMFORT SYSTEMS USA COM 199908104 17,223 -481 -2.72 1,432 -9.14 0.0133
2022-08-25 2022-03-31 13F/A-1 COMFORT SYSTEMS USA COM 199908104 17,704 -898 -4.83 1,576 -14.35 0.0122
2022-06-30 2022-03-31 13F COMFORT SYSTEMS USA COM 199908104 17,704 -898 1,576 0.0125
2022-02-15 2021-12-31 13F/A-1 COMFORT SYSTEMS USA COM 199908104 18,602 -399 -2.10 1,840 35.79 0.0136
2022-02-15 2021-12-31 13F COMFORT SYSTEMS USA COM 199908104 18,602 -399 1,840 0.0136
2021-10-29 2021-09-30 13F COMFORT SYSTEMS USA COM 199908104 19,001 -345 -1.78 1,355 -11.09 0.0114
2021-08-16 2021-06-30 13F COMFORT SYSTEMS USA COM 199908104 19,346 15,485 401.06 1,524 427.34 0.0122
2021-05-13 2021-03-31 13F COMFORT SYSTEMS USA COM 199908104 3,861 -295 -7.10 289 31.96 0.0108
2021-02-12 2020-12-31 13F COMFORT SYSTEMS USA COM 199908104 4,156 38 0.92 219 3.30 0.0083
2020-10-30 2020-09-30 13F COMFORT SYSTEMS USA COM 199908104 4,118 4,118 212 0.0092
2020-08-10 2020-06-30 13F COMFORT SYSTEMS USA COM 199908104 0 -6,832 -100.00 0 -100.00
2020-05-13 2020-03-31 13F COMFORT SYSTEMS USA COM 199908104 6,832 -239 -3.38 250 -28.98 0.0061
2020-02-13 2019-12-31 13F COMFORT SYSTEMS USA COM 199908104 7,071 307 4.54 352 17.73 0.0065
2019-11-13 2019-09-30 13F COMFORT SYSTEMS USA COM 199908104 6,764 -123 -1.79 299 -14.81 0.0063
2019-08-14 2019-06-30 13F COMFORT SYSTEMS USA COM 199908104 6,887 976 16.51 351 13.23 0.0082
2019-05-15 2019-03-31 13F COMFORT SYSTEMS USA COM 199908104 5,911 186 3.25 310 24.00 0.0075
2019-02-15 2018-12-31 13F COMFORT SYSTEMS USA COM 199908104 5,725 5,725 250 0.0071
2018-11-14 2018-09-30 13F COMFORT SYSTEMS USA COM 199908104 0 -5,998 -100.00 0 -100.00
2018-07-18 2018-06-30 13F COMFORT SYSTEMS USA COM 199908104 5,998 681 12.81 275 25.57 0.0067
2018-05-22 2018-03-31 13F COMFORT SYSTEMS USA COM 199908104 5,317 -76 -1.41 219 -6.81 0.0058
2018-02-13 2017-12-31 13F COMFORT SYSTEMS USA COM 199908104 5,393 5,393 235 0.0064
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.