COMFORT SYSTEMS USA INC · CUSIP 199908104 · CIK 1963565
As of 2026-06-30, Value Aligned Research Advisors, LLC reported 243.61K FIX (shares), valued at $482.82M, or 2.89% of its reported non-derivative portfolio. Filed 2026-08-17.
Verify history & sources →Shares increased 14.03%; reported value increased 63.89%, and weight changed -0.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.89% | 243,607 | SEC filing ↗Filed Aug 17, 2026 |
| Q1 2026 | 3.49% | 213,637 | SEC filing ↗Filed May 18, 2026 |
| Q4 2025 | 2.81% | 147,021 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 1.04% | 54,715 | SEC filing ↗Filed Dec 3, 2025Amended |
| Q2 2025 | Not reported | Not reported | — |
| Q1 2025 | Not reported | Not reported | — |
| Q4 2024 | Not reported | Not reported | — |
| Q3 2024 | Not reported | Not reported | — |
| Q2 2024 | Not reported | Not reported | — |
| Q1 2024 | Not reported | Not reported | — |
| Q4 2023 | Not reported | Not reported | — |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2025 | 1.04% | 54,715 | $45.15M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Dec 3, 2025 |
| Q4 2025 | 2.81% | 147,021 | $137.21M | Shares increased 168.70%; reported value increased 203.91%, and weight changed +1.77 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 3.49% | 213,637 | $294.60M | Shares increased 45.31%; reported value increased 114.70%, and weight changed +0.68 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 18, 2026 |
| Q2 2026 | 2.89% | 243,607 | $482.82M | Shares increased 14.03%; reported value increased 63.89%, and weight changed -0.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 17, 2026 |
Take these holdings further.
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Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.