Comfort Systems USA, Inc.
US ˙ NYSE ˙ US1999081045

SecurityFIX / Comfort Systems USA, Inc.
InstitutionBessemer Group Inc
Latest Disclosed Ownership22,192 shares
Latest Disclosed Value $ 30,603
Bessemer Group Inc reports 25.92% decrease in ownership of FIX / Comfort Systems USA, Inc.

On May 6, 2026 - Bessemer Group Inc filed a 13F-HR form disclosing ownership of 22,192 shares of Comfort Systems USA, Inc. (US:FIX) valued at $30,602,546 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 29,958 shares of Comfort Systems USA, Inc.. This represents a change in shares of -25.92% during the quarter. The current value of the position is $41,056,088 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)
2026-05-06 2026-03-31 13F COMFORT SYSTEMS USA SC 199908104 22,192 -7,766 -25.92 31 11.11 0.0481
2026-02-05 2025-12-31 13F COMFORT SYSTEMS USA SC 199908104 29,958 299 1.01 28 12.50 0.0429
2025-11-05 2025-09-30 13F COMFORT SYSTEMS USA SC 199908104 29,659 -1,501 -4.82 24 50.00 0.0374
2025-08-01 2025-06-30 13F COMFORT SYSTEMS USA SC 199908104 31,160 2,017 6.92 17 77.78 0.0271
2025-04-23 2025-03-31 13F COMFORT SYSTEMS USA SC 199908104 29,143 -34,108 -53.92 9 -65.38 0.0168
2025-02-13 2024-12-31 13F COMFORT SYSTEMS USA SC 199908104 63,251 2,655 4.38 27 13.04 0.0438
2024-11-12 2024-09-30 13F COMFORT SYSTEMS USA SC 199908104 60,596 1,917 3.27 24 35.29 0.0390
2024-08-13 2024-06-30 13F COMFORT SYSTEMS USA SC 199908104 58,679 -8,175 -12.23 18 -19.05 0.0315
2024-08-13 2024-03-31 13F/A-1 COMFORT SYSTEMS USA SC 199908104 66,854 -6,179 -8.46 21 40.00 0.0384
2024-05-13 2024-03-31 13F COMFORT SYSTEMS USA SC 199908104 66,854 -6,179 21 0.0384
2024-02-09 2023-12-31 13F COMFORT SYSTEMS USA SC 199908104 73,033 15,337 26.58 15 66.67 0.0293
2023-11-13 2023-09-30 13F COMFORT SYSTEMS USA SC 199908104 57,696 -8,793 -13.22 10 -10.00 0.0216
2023-08-10 2023-06-30 13F COMFORT SYSTEMS USA SC 199908104 66,489 3,147 4.97 11 11.11 0.0232
2023-05-10 2023-03-31 13F COMFORT SYSTEMS USA SC 199908104 63,342 -23,237 -26.84 9 0.00 0.0219
2023-02-13 2022-12-31 13F COMFORT SYSTEMS USA SC 199908104 86,579 15,204 21.30 10 -99.87 0.0243
2022-11-09 2022-09-30 13F COMFORT SYSTEMS USA SC 199908104 71,375 25,016 53.96 6,947 80.21 0.0181
2022-08-10 2022-06-30 13F COMFORT SYSTEMS USA SC 199908104 46,359 46,359 3,855 0.0096
2021-11-12 2021-09-30 13F COMFORT SYSTEMS USA SC 199908104 0 -439 -100.00 0 -100.00
2021-08-06 2021-06-30 13F COMFORT SYSTEMS USA SC 199908104 439 439 35 0.0001
2020-02-04 2019-12-31 13F COMFORT SYSTEMS USA SC 199908104 0 -293 -100.00 0 -100.00
2019-11-07 2019-09-30 13F COMFORT SYSTEMS USA SC 199908104 293 293 13 0.0000
2019-07-19 2019-06-30 13F COMFORT SYSTEMS USA SC 199908104 0 -56 -100.00 0 -100.00
2019-05-13 2019-03-31 13F COMFORT SYSTEMS USA SC 199908104 56 -594 -91.38 3 -89.29 0.0000
2019-05-21 2018-12-31 13F/A-1 COMFORT SYSTEMS USA SC 199908104 650 0 0.00 28 -24.32 0.0001
2019-02-12 2018-12-31 13F COMFORT SYSTEMS USA SC 199908104 650 0 28 0.0001
2018-11-06 2018-09-30 13F COMFORT SYSTEMS USA SC 199908104 650 0 0.00 37 23.33 0.0001
2018-07-25 2018-06-30 13F COMFORT SYSTEMS USA SC 199908104 650 0 0.00 30 11.11 0.0001
2018-05-10 2018-03-31 13F COMFORT SYSTEMS USA SC 199908104 650 0 0.00 27 -3.57 0.0001
2018-01-30 2017-12-31 13F COMFORT SYSTEMS USA SC 199908104 650 0 0.00 28 21.74 0.0001
2017-11-03 2017-09-30 13F COMFORT SYSTEMS USA SC 199908104 650 650 0.00 23 -17.86 0.0001
2017-02-07 2016-12-31 13F COMFORT SYSTEMS USA SC 199908104 0 -20,800 -100.00 0 -100.00
2016-11-10 2016-09-30 13F COMFORT SYSTEMS USA SC 199908104 20,800 20,800 610 0.0031
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.