Guru Ownership Trend
Guru Analysis for Comfort Systems USA, Inc. (FIX)
Comfort Systems USA, Inc. (FIX), a key player in the Industrials sector, continues to attract institutional attention.
As of Q1 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.97 B.
Top institutional holders include Cliff Asness and Steven Cohen.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $122.1 M net inflow during the quarter.
Recent activity highlights Louis Moore Bacon who opened a new position. Conversely, Jefferies Group reduced exposure by 94.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Comfort Systems USA, Inc. (FIX)
Major holders include Cliff Asness ($1.49 B), Steven Cohen ($302.32 M), Ray Dalio ($119.23 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 1.55 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $122.1 M, with 7 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited FIX. The total reported sell value was $143.67 M.
Yes, 2 managers opened new positions in FIX, and 5 increased their existing holdings. The total reported buy value was $265.77 M.
