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 Q4 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.13 B.
Top institutional holders include Cliff Asness and Steven Cohen.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $242.57 M net inflow during the quarter.
Recent activity highlights Jefferies Group who increased their stake by 336.5%. Conversely, Daniel Loeb reduced exposure by 47.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Comfort Systems USA, Inc. (FIX)
Major holders include Cliff Asness ($951.88 M), Steven Cohen ($137.06 M), Daniel Loeb ($98 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 1.49 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $242.57 M, with 7 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited FIX. The total reported sell value was $88.77 M.
Yes, 1 managers opened new positions in FIX, and 6 increased their existing holdings. The total reported buy value was $331.34 M.
