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FIX position history

The shares of Comfort Systems USA (FIX) that Value Aligned Research Advisors, LLC reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2025 Q3: 91,730 shares, $76M, 1.00% of portfolio, New
  2. 2025 Q4: 147,021 shares, $137M, 1.4% of portfolio, Add +60.3%
  3. 2026 Q1: 213,637 shares, $295M, 1.4% of portfolio, Add +45.3%
  4. 2026 Q2: 243,607 shares, $483M, 1.2% of portfolio, Add +14.0%
Holdings date Value % of holdings Shares Filing date All 13F holders