13FGuru
Sign in with Google Sign in with Discord

NYSE · Industrials

Comfort Systems USA FIX

Comfort Systems USA, Inc., together with its subsidiaries, provides mechanical and electrical installation, renovation, maintenance, repair, and replacement services for the mechanical and electrical services industry in the United States. The company operates through two segments: Mechanical and Electrical. It offers heating, ventilation, and air conditioning systems, as well as plumbing, electrical, piping and controls, off-site construction, monitoring, and fire protection.

Sources StockAnalysis company profile stockanalysis.com
Engineering & Construction

Company profile

Business mix

  • The company operates through two segments: Mechanical and Electrical. It offers heating, ventilation, and air conditioning systems, as well as plumbing, electrical, piping and controls, off-site construction, monitoring, and fire protection.
  • The company is also involved in the design, engineering, integration, installation, and start-up of mechanical, electrical, and plumbing (MEP) and related systems in new buildings.
  • In addition, it provides remote monitoring of power usage, temperature, pressure, humidity and air flow for MEP and other building systems.
  • The company serves building owners and developers, general contractors, architects, consulting engineers, and property managers in the commercial, industrial, and institutional markets.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in engineering & construction?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 4 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 53.21 FCF 2.13% Buyback 1.1%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baillie Gifford legacy James Anderson 0.3% $310.4M 2026-03-31
Bridgewater Associates Ray Dalio 0.5% $119.2M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.2% $67.3M 2026-03-31
Markel Group Tom Gayner 0.2% $17.9M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 4 13F filing periods
Net reducers 2 Last 4 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $25.7M Estimated from net added shares
Reduction amount $361.0M Estimated from net reduced shares
Net share change / base shares -40.3% -243,192 / 603,593
Third Point Dan Loeb 4 filing periods
13F 2025-06-30 Filed 2025-08-14
New Shares - 13F value change +$99.2M
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 8.1% 13F value change +$65.8M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -47.5% 13F value change -$67.0M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$98.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
Bridgewater Associates Ray Dalio 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Major reduction Shares -90.4% 13F value change -$34.5M
13F 2025-09-30 Filed 2025-11-13
Major increase Shares 325.3% 13F value change +$36.4M
13F 2025-12-31 Filed 2026-02-13
Major increase Shares 30.9% 13F value change +$20.7M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 26.8% 13F value change +$55.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 127,479 Last 4 periods -41,017 (-32.2%) Total shares 86,462 Value $119.2M
Gotham Asset Management Joel Greenblatt 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 26.1% 13F value change +$15.2M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 42.8% 13F value change +$19.3M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -10.2% 13F value change +$16.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 30,199 Last 4 periods +18,622 (+61.7%) Total shares 48,821 Value $67.3M
Baillie Gifford legacy James Anderson 4 filing periods
13F 2025-06-30 Filed 2025-08-06
Minor reduction Shares -3.0% 13F value change +$88.2M
13F 2025-09-30 Filed 2025-10-31
Minor reduction Shares -4.6% 13F value change +$108.7M
13F 2025-12-31 Filed 2026-01-23
Major reduction Shares -33.4% 13F value change -$84.2M
13F 2026-03-31 Filed 2026-05-08
Major reduction Shares -18.1% 13F value change +$54.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 445,915 Last 4 periods -220,797 (-49.5%) Total shares 225,118 Value $310.4M

Recent mentions

No public mentions.