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Daniel Loeb’s FIX Holdings & Trades

First Buy
Q2 2025
Duration Held
3 Quarters
Largest Add
Q2 2025
+185,000 Shares
Current Position
105,000 Shares
$98 M Value

Daniel Loeb's FIX Position Overview

Daniel Loeb (via Third Point LLC) currently holds 105,000 shares of Comfort Systems USA, Inc. (FIX) worth $98 M, representing 1.35% of the portfolio. First purchased in 2025-Q2, this short-term holding has been held for 3 quarters.

Based on 13F filings, Daniel Loeb has maintained this position in FIX for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 15,000 shares. Largest reduction occurred in Q4 2025, reducing 95,000 shares.

Analysis based on 13F filings available since 2013 Q2

Daniel Loeb's Comfort Systems USA (FIX) Holding Value Over Time

Track share changes against reported price movement

Quarterly Comfort Systems USA (FIX) Trades by Daniel Loeb

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 -95,000 Reduce 47.50% 105,000 $933.29
Q3 2025 +15,000 Add 8.11% 200,000 $825.18
Q2 2025 +185,000 New Buy 185,000 $536.21

Daniel Loeb's Comfort Systems USA Investment FAQs

Daniel Loeb first purchased Comfort Systems USA, Inc. (FIX) in Q2 2025, acquiring 185,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Daniel Loeb has held Comfort Systems USA, Inc. (FIX) for 3 quarters since Q2 2025.

Daniel Loeb's largest addition to Comfort Systems USA, Inc. (FIX) was in Q2 2025, adding 185,000 shares worth $99.2 M.

According to the latest 13F filing for Q4 2025, Daniel Loeb's firm, Third Point LLC, owns 105,000 shares of Comfort Systems USA, Inc. (FIX), valued at approximately $98 M.

As of the Q4 2025 filing, Comfort Systems USA, Inc. (FIX) represents approximately 1.35% of Daniel Loeb's publicly disclosed stock portfolio, making it one of their key holdings.

Daniel Loeb's peak holding in Comfort Systems USA, Inc. (FIX) was 200,000 shares, as reported at the end of Q3 2025.