Joel Greenblatt's FIX Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 38,094 shares of Comfort Systems USA, Inc. (FIX) worth $31.43 M, representing 0.14% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in FIX, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2015, adding 581,019 shares. Largest reduction occurred in Q1 2016, reducing 418,065 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Comfort Systems USA (FIX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Comfort Systems USA (FIX) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +86,101 | Add 0.00% | 86,100 | $14.92 |
| Q3 2013 | +41,182 | Add 47.83% | 127,282 | $16.81 |
| Q4 2013 | +192,200 | Add 151.00% | 319,482 | $19.39 |
| Q1 2014 | +57,379 | Add 17.96% | 376,861 | $15.24 |
| Q2 2014 | -324,966 | Reduce 86.23% | 51,895 | $15.80 |
| Q3 2014 | -29,558 | Reduce 56.96% | 22,337 | $13.56 |
| Q4 2014 | -22,337 | Sold Out | 22,337 | $0.00 |
| Q2 2015 | +68,367 | New Buy | 68,367 | $22.95 |
| Q3 2015 | +581,019 | Add 849.85% | 649,386 | $27.26 |
| Q4 2015 | -27,179 | Reduce 4.19% | 622,207 | $28.42 |
| Q1 2016 | -418,065 | Reduce 67.19% | 204,142 | $31.77 |
| Q2 2016 | -157,784 | Reduce 77.29% | 46,358 | $32.57 |
| Q3 2016 | -33,296 | Reduce 71.82% | 13,062 | $29.32 |
| Q4 2016 | -13,062 | Sold Out | 13,062 | $0.00 |
| Q3 2018 | +10,396 | New Buy | 10,396 | $56.37 |
| Q4 2018 | -10,396 | Sold Out | 10,396 | $0.00 |
| Q1 2019 | +23,497 | New Buy | 23,497 | $52.39 |
| Q2 2019 | -1,468 | Reduce 6.25% | 22,029 | $50.98 |
| Q3 2019 | -22,029 | Sold Out | 22,029 | $0.00 |
| Q3 2020 | +15,004 | New Buy | 15,004 | $51.52 |
| Q4 2020 | -15,004 | Sold Out | 15,004 | $0.00 |
| Q2 2021 | +6,827 | New Buy | 6,827 | $78.80 |
| Q3 2021 | -3,149 | Reduce 46.13% | 3,678 | $71.23 |
| Q4 2021 | -3,678 | Sold Out | 3,678 | $0.00 |
| Q1 2023 | +10,906 | New Buy | 10,906 | $145.96 |
| Q2 2023 | +16,581 | Add 152.04% | 27,487 | $164.20 |
| Q3 2023 | -3,212 | Reduce 11.69% | 24,275 | $170.41 |
| Q4 2023 | -4,632 | Reduce 19.08% | 19,643 | $205.67 |
| Q1 2024 | -10,433 | Reduce 53.11% | 9,210 | $317.71 |
| Q2 2024 | -8,244 | Reduce 89.51% | 966 | $304.12 |
| Q3 2024 | +12,398 | Add 1283.44% | 13,364 | $390.35 |
| Q4 2024 | +1,383 | Add 10.35% | 14,747 | $424.06 |
| Q1 2025 | +7,710 | Add 52.28% | 22,457 | $322.33 |
| Q2 2025 | +7,742 | Add 34.47% | 30,199 | $536.21 |
| Q3 2025 | +7,895 | Add 26.14% | 38,094 | $825.18 |
Joel Greenblatt's Comfort Systems USA Investment FAQs
Joel Greenblatt first purchased Comfort Systems USA, Inc. (FIX) in Q2 2013, acquiring 86,100 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Comfort Systems USA, Inc. (FIX) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Comfort Systems USA, Inc. (FIX) was in Q3 2015, adding 649,386 shares worth $17.7 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 38,094 shares of Comfort Systems USA, Inc. (FIX), valued at approximately $31.43 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Comfort Systems USA, Inc. (FIX) represents approximately 0.14% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in Comfort Systems USA, Inc. (FIX) was 649,386 shares, as reported at the end of Q3 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.