FIX

Comfort Systems Usa Inc

3 super-investor ownerscombined $52Mlargest position 0.1%

3 super-investors hold FIX worth a combined $52M. The largest position: Thomas Gayner at 0.1% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 25 — ranked #567 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.

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Why super-investors own FIX

Interest in FIX within this cohort is thin and fading. Three managers — Thomas Gayner, Joel Greenblatt, and Sarah Ketterer — hold a combined $52M, but no single position exceeds 0.1% of any portfolio, signaling incidental rather than high-conviction exposure. Activity has been entirely static this quarter, with no additions, trims, or exits reported. The ownership history tells a cautious story: the cohort count reached a peak of just one holder for several quarters before dropping back to zero in the most recent read, suggesting the broader group has shown little sustained interest in the mechanical and electrical contracting sector FIX operates in.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2016Q3 → 2026Q1

How many of the cohort members held this stock each quarter.

Now: 0

Peak: 1

Owners (3) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Joel Greenblatt	<0.1%	40q	$34M	24,295
2	Thomas Gayner	0.1%	10q	$18M	13,000
3	Sarah Ketterer	<0.1%	2q	$254K	184

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