Jackson Peak Capital’s Thesis for Comfort Systems (FIX) is Getting Validated
Jackson Peak Capital, an investment management firm, released its first-quarter 2026 investor letter.
Comfort Systems Usa Inc (FIX)
Market is closed
Sector: Electrical Work
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 1,116,230 | $1,490,100,586 | +10% | 0.68% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 252,979 | $348,855,511 | +13% | 0.19% |
| 3. | Hood River Capital Management David Swank | 249,385 | $343,899,421 | +2% | 3.45% |
| 4. | Point72 Asset Management Steve Cohen | 219,232 | $302,318,736 | +50% | 0.39% |
| 5. | Value Aligned Research Advisors Benjamin Henry Hoskin And David Michael Field | 213,637 | $294,603,287 | +46% | 1.42% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $188.18 | 133 | $24,978.29 | 1,287 | 2023-12-06 | Filing | |
| $191.96 | 651 | $124,999.94 | 1,154 | 2023-12-06 | Filing | |
| $127.69 | 4 | $571.20 | 3,812 | 2022-11-28 | Filing | |
| $64.82 | 2,000 | $129,630.00 | 276,288 | 2021-03-01 | Filing | |
| $49.97 | 3,500 | $174,877.50 | 274,288 | 2020-09-09 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $1,900.08 | 342 | $649,827.36 | 1,890 | 2026-05-27 | Filing | |
| $2,020.97 | 1,000 | $2,020,965.00 | 32,804 | 2026-05-11 | Filing | |
| $1,948.17 | 4,000 | $7,792,684.00 | 33,804 | 2026-05-08 | Filing | |
| $2,000.37 | 1,123 | $2,246,415.51 | 12,624 | 2026-05-11 | Filing | |
| $1,902.57 | 4,500 | $8,561,574.00 | 68,983 | 2026-05-07 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,512,927 | $4,844,290,812 | 0.08% | |
| 2. | 2,285,949 | $3,152,300,811 | 0.07% | |
| 3. | 1,881,184 | $2,594,133,924 | 0.13% | |
| 4. | 1,471,879 | $2,029,706,422 | 0.07% | |
| 5. | 1,449,517 | $1,998,870,948 | 0.11% |
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Comfort Systems USA, Inc. (NYSE:FIX) Q1 2026 Earnings Call Transcript
Operator: Thank you for standing by and welcome to Comfort Systems USA's First Quarter 2026 Earnings Conference Call.