Joel Greenblatt's FIX Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 54,395 shares of Comfort Systems USA, Inc. (FIX) worth $50.77 M, representing 0.19% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 36 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in FIX, demonstrating sustained confidence in this investment. 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +16,301 | Add 42.79% | 54,395 | $933.29 |
| Q3 2025 | +7,895 | Add 26.14% | 38,094 | $825.18 |
| Q2 2025 | +7,742 | Add 34.47% | 30,199 | $536.21 |
| Q1 2025 | +7,710 | Add 52.28% | 22,457 | $322.33 |
| Q4 2024 | +1,383 | Add 10.35% | 14,747 | $424.06 |
| Q3 2024 | +12,398 | Add 1283.44% | 13,364 | $390.35 |
| Q2 2024 | -8,244 | Reduce 89.51% | 966 | $304.12 |
| Q1 2024 | -10,433 | Reduce 53.11% | 9,210 | $317.71 |
| Q4 2023 | -4,632 | Reduce 19.08% | 19,643 | $205.67 |
| Q3 2023 | -3,212 | Reduce 11.69% | 24,275 | $170.41 |
| Q2 2023 | +16,581 | Add 152.04% | 27,487 | $164.20 |
| Q1 2023 | +10,906 | New Buy | 10,906 | $145.96 |
| Q4 2021 | -3,678 | Sold Out | 0 | $0.00 |
| Q3 2021 | -3,149 | Reduce 46.13% | 3,678 | $71.23 |
| Q2 2021 | +6,827 | New Buy | 6,827 | $78.80 |
| Q4 2020 | -15,004 | Sold Out | 0 | $0.00 |
| Q3 2020 | +15,004 | New Buy | 15,004 | $51.52 |
| Q3 2019 | -22,029 | Sold Out | 0 | $0.00 |
| Q2 2019 | -1,468 | Reduce 6.25% | 22,029 | $50.98 |
| Q1 2019 | +23,497 | New Buy | 23,497 | $52.39 |
| Q4 2018 | -10,396 | Sold Out | 0 | $0.00 |
| Q3 2018 | +10,396 | New Buy | 10,396 | $56.37 |
| Q4 2016 | -13,062 | Sold Out | 0 | $0.00 |
| Q3 2016 | -33,296 | Reduce 71.82% | 13,062 | $29.32 |
| Q2 2016 | -157,784 | Reduce 77.29% | 46,358 | $32.57 |
| Q1 2016 | -418,065 | Reduce 67.19% | 204,142 | $31.77 |
| Q4 2015 | -27,179 | Reduce 4.19% | 622,207 | $28.42 |
| Q3 2015 | +581,019 | Add 849.85% | 649,386 | $27.26 |
| Q2 2015 | +68,367 | New Buy | 68,367 | $22.95 |
| Q4 2014 | -22,337 | Sold Out | 0 | $0.00 |
| Q3 2014 | -29,558 | Reduce 56.96% | 22,337 | $13.56 |
| Q2 2014 | -324,966 | Reduce 86.23% | 51,895 | $15.80 |
| Q1 2014 | +57,379 | Add 17.96% | 376,861 | $15.24 |
| Q4 2013 | +192,200 | Add 151.00% | 319,482 | $19.39 |
| Q3 2013 | +41,182 | Add 47.83% | 127,282 | $16.81 |
| Q2 2013 | +86,101 | Add 0.00% | 86,100 | $14.92 |
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 36 quarters since Q2 2013.
Joel Greenblatt's largest addition to Comfort Systems USA, Inc. (FIX) was in Q3 2015, adding 649,386 shares worth $17.7 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 54,395 shares of Comfort Systems USA, Inc. (FIX), valued at approximately $50.77 M.
As of the Q4 2025 filing, Comfort Systems USA, Inc. (FIX) represents approximately 0.19% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Comfort Systems USA, Inc. (FIX) was 649,386 shares, as reported at the end of Q3 2015.