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 Q2 2026, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.44 B.
Top institutional holders include Cliff Asness and Steven Cohen.
Institutional sentiment is currently Bearish. This is evidenced by a $210.43 M net outflow during the quarter.
Recent activity highlights Paul Tudor Jones who dramatically increased their stake. Conversely, Ray Dalio reduced exposure by 43.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Comfort Systems USA, Inc. (FIX)
Major holders include Cliff Asness ($2.08 B), Steven Cohen ($356.21 M), Renaissance Technologies (RenTech) ($150.95 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 1.44 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $210.43 M, with 7 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 0 fully exited FIX. The total reported sell value was $271.57 M.
Yes, 2 managers opened new positions in FIX, and 5 increased their existing holdings. The total reported buy value was $61.14 M.
