Comfort Systems USA, Inc.
US ˙ NYSE ˙ US1999081045

SecurityFIX / Comfort Systems USA, Inc.
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership40,338 shares
Latest Disclosed Value $ 55,625,740
Neuberger Berman Group LLC reports 23.50% decrease in ownership of FIX / Comfort Systems USA, Inc.

On May 14, 2026 - Neuberger Berman Group LLC filed a 13F-HR form disclosing ownership of 40,338 shares of Comfort Systems USA, Inc. (US:FIX) valued at $55,625,699 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 52,726 shares of Comfort Systems USA, Inc.. This represents a change in shares of -23.50% during the quarter. The current value of the position is $74,626,914 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)
2026-05-14 2026-03-31 13F COMFORT SYSTEMS USA Common 199908104 40,338 -12,388 -23.50 55,626 13.04 0.0216
2026-02-13 2025-12-31 13F COMFORT SYSTEMS USA Common 199908104 52,726 -12,070 -18.63 49,209 -7.97 0.0366
2025-11-12 2025-09-30 13F COMFORT SYSTEMS USA Common 199908104 64,796 -561 -0.86 53,468 52.57 0.0391
2025-08-25 2025-06-30 13F/A-1 COMFORT SYSTEMS USA Common 199908104 65,357 7,288 12.55 35,045 87.24 0.0270
2025-08-13 2025-06-30 13F COMFORT SYSTEMS USA Common 199908104 65,357 7,288 35,045 0.0140
2025-05-13 2025-03-31 13F COMFORT SYSTEMS USA Common 199908104 58,069 1,146 2.01 18,717 -22.46 0.0157
2025-02-13 2024-12-31 13F COMFORT SYSTEMS USA Common 199908104 56,923 25,831 83.08 24,139 98.90 0.0192
2024-11-14 2024-09-30 13F COMFORT SYSTEMS USA Common 199908104 31,092 -68 -0.22 12,137 28.07 0.0095
2024-11-14 2024-06-30 13F/A-1 COMFORT SYSTEMS USA Common 199908104 31,160 -24,389 -43.91 9,476 -46.31 0.0078
2024-08-13 2024-06-30 13F COMFORT SYSTEMS USA Common 199908104 31,160 -24,389 9,476 0.0078
2024-11-14 2024-03-31 13F/A-1 COMFORT SYSTEMS USA Common 199908104 55,549 704 1.28 17,648 56.47 0.0146
2024-05-13 2024-03-31 13F COMFORT SYSTEMS USA Common 199908104 55,549 704 17,648 0.0146
2024-11-14 2023-12-31 13F/A-2 COMFORT SYSTEMS USA Common 199908104 54,845 20,243 58.50 11,280 91.30 0.0098
2024-02-09 2023-12-31 13F COMFORT SYSTEMS USA Common 199908104 54,845 20,243 11,280 0.0098
2023-11-14 2023-09-30 13F COMFORT SYSTEMS USA Common 199908104 34,602 30,580 760.32 5,897 793.33 0.0054
2023-08-11 2023-06-30 13F COMFORT SYSTEMS USA Common 199908104 4,022 -6 -0.15 660 12.44 0.0006
2023-05-12 2023-03-31 13F COMFORT SYSTEMS USA Common 199908104 4,028 766 23.48 588 56.53 0.0005
2023-02-13 2022-12-31 13F COMFORT SYSTEMS USA Common 199908104 3,262 -425 -11.53 375 4.46 0.0004
2022-11-15 2022-09-30 13F COMFORT SYSTEMS USA Common 199908104 3,687 -35 -0.94 359 15.81 0.0004
2022-08-15 2022-06-30 13F COMFORT SYSTEMS USA Common 199908104 3,722 284 8.26 310 1.31 0.0003
2022-05-23 2022-03-31 13F/A-1 COMFORT SYSTEMS USA Common 199908104 3,438 79 2.35 306 12.09 0.0003
2022-05-13 2022-03-31 13F COMFORT SYSTEMS USA Common 199908104 3,438 79 251 0.0001
2022-02-11 2021-12-31 13F COMFORT SYSTEMS USA Common 199908104 3,359 3,359 273 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.