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FIX Comfort Systems USA Inc.

Industrials, filed as COMFORT SYS USA INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2, sold by 1

  • 4 Owners
  • Max 1.2%
  • $544M
  • 1 new 1 add 1 reduce

In 2026 Q2 Philippe Laffont opened a position in Comfort Systems USA, Ben Hoskin added, and Sarah Ketterer trimmed.

Who owns this now

Largest portfolio weights among holders, up to 1.2% (Ben Hoskin, Value Aligned Research Advisors). Not free-float ownership.

  1. Ben Hoskin Add 1.2%
  2. Thomas Gayner 0.20%
  3. Philippe Laffont New 0.07%

Who owns FIX

Sorted by value, long equity only, as of 2026 Q2.

History
Ben Hoskin, Value Aligned Research Advisors 1.2% Add +14.0% 243,607 $483M History
Philippe Laffont, Coatue Management 0.07% New 0.07% 17,793 $35M History
Thomas Gayner, Markel Group 0.20% Hold 13,000 $26M History
Sarah Ketterer, Causeway Capital Management <0.01% Reduce −12.0% 162 $321K History

4 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by FIX's executives, directors and 10% owners in the last 12 months, from their Form 4s

All FIX insider trades
  • None no insider bought on the open market
  • $185M sold by 12 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Brian E. Lane CEO
    Sale
    $25.8M 16,024 shares at $1,608.21 9.9% of stake
    Traded Aug 26 Filed Aug 27
    ↗
  2. William George III CFO
    Sale
    $4.7M 2,554 shares at $1,859.65 7.8% of stake
    Traded Aug 17 Filed Aug 18
    ↗
  3. Franklin Myers Director
    Sale
    $12.7M 7,500 shares at $1,692.31
    Traded Aug 10–11 Filed Aug 12
    ↗
  4. Franklin Myers Director
    Sale
    $13.1M 6,700 shares at $1,954.47 9.7% of stake
    Traded Jun 24 Filed Jun 26
    ↗
  5. Rhoman J Hardy Director
    Sale
    $650K 342 shares at $1,900.08 15% of stake
    Traded May 27 Filed May 28
    ↗
  6. William George III CFO
    Sale
    $9.8M 5,000 shares at $1,962.73 13% of stake
    Traded May 8–11 Filed May 12
    ↗
  7. Julie Shaeff Chief Accounting Officer
    Sale
    $2.2M 1,123 shares at $2,000.37 8.2% of stake
    Traded May 11 Filed May 11
    ↗
  8. Franklin Myers Director
    Sale
    $8.6M 4,500 shares at $1,902.57 6.1% of stake
    Traded May 7 Filed May 8
    ↗
  9. Brian E. Lane CEO
    Sale
    $21.9M 11,113 shares at $1,969.84 6.5% of stake
    Traded May 5 Filed May 6
    ↗
  10. Pablo G. Mercado Director
    Sale
    $890K 500 shares at $1,779.78 14% of stake
    Traded Apr 30 Filed May 1
    ↗
  11. William J Sandbrook Director
    Sale
    $2.6M 1,500 shares at $1,732.67 16% of stake
    Traded Apr 29 Filed Apr 30
    ↗
  12. Terrence Reed SVP & CHRO
    Sale
    $2.5M 1,787 shares at $1,419.80 39% of stake
    Traded Feb 24–Mar 3 Filed Mar 5
    ↗
  13. Darcy Anderson Director
    Sale
    $6.2M 4,500 shares at $1,369.74 20% of stake
    Traded Mar 3 Filed Mar 5
    ↗
  14. Julie Shaeff Chief Accounting Officer
    Sale
    $3.2M 2,287 shares at $1,382.15 14% of stake
    Traded Mar 3 Filed Mar 4
    ↗
  15. Franklin Myers Director
    Sale
    $12.7M 8,636 shares at $1,472.56 11% of stake
    Traded Feb 25 Filed Feb 27
    ↗

Also filed in the last 12 months, not counted as buying or selling: 24 share withholdings for taxes, 20 stock grants, 7 gifts, and 1 option exercise.

Congress

3 members of Congress traded FIX in the last three years: 3 buys and 1 sale. 1 member listed it in 2025 annual reports.

All Congress trades
  1. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  2. Byron Donalds R-FL-19Spouse Buy $1K–$15K Dec 4, 2025 filed Jan 7
  3. Byron Donalds R-FL-19 Buy $1K–$15K Dec 4, 2025 filed Jan 7
  4. Robert P. Bresnahan, Jr. R-PA-8Joint Sell $1K–$15K Jan 13, 2025 filed Feb 13, 2025

SEC filings

Recent issuer filings from EDGAR, 15 shown.

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,8.01,9.01 Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 2.02,8.01,9.01 Filing Doc
10-Q Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
8-K 5.07 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 7.01,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
8-K 2.02,8.01,9.01 Filing Doc
10-Q Filing Doc
DEF 14A DEFINITIVE PROXY STATEMENT Filing Doc

Source: SEC EDGAR submissions, updated about 3 hours ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Gross profit $0.991B $1.48B $2.2B
Net income $0.323B $0.522B $1.02B

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.91B $2.79B $4.11B
Total non-current assets * $1.39B $1.92B $2.33B
Total assets $3.31B $4.71B $6.44B
Total current liabilities $1.72B $2.58B $3.39B
Total non-current liabilities * $306.54M $423.64M $598.54M
Total equity $1.28B $1.7B $2.45B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $0.64B $0.849B $1.19B
Cash from investing -$193.01M -$343.51M -$467.27M
Cash from financing -$298.62M -$160.76M -$287.12M
Net change in cash $147.94M $344.79M $431.96M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.