KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
Position in FIX — Comfort Systems USA Inc
CIK 1021223
LOS ANGELES, CA
Position in FIX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$90,392,775
+$10,421,009 QoQ
Shares Held
45,608
-21.4% QoQ
Ownership
0.130%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#106
of 1,341 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 25%
Shared 74%
None 1%
Common Shares in FIX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC holds $1,138,277,652 across 10 Engineering & Construction names. FIX ranks #4 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EME |
EMCOR Group, Inc.
|
613,035 | $508,745,485 | |
| 2 | EXPO |
Exponent Inc
|
3,995,684 | $234,786,391 | |
| 3 | ROAD |
Construction Partners, Inc.
|
1,525,495 | $181,183,040 | |
| 4 | FIX |
Comfort Systems USA Inc
This page
|
45,608 | $90,392,775 | |
| 5 | CDNL |
Cardinal Infrastructure Group Inc.
|
455,366 | $42,895,476 | |
| 6 | STRL |
Sterling Infrastructure, Inc.
|
45,331 | $38,049,028 | |
| 7 | APG |
APi Group Corp
|
579,171 | $24,527,891 | |
| 8 | BLD |
QXO Insulation, LLC
|
37,656 | $13,350,181 |
All Filings in FIX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,392,775 | 45,608 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $79,971,766 | 57,993 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $38,099,697 | 40,823 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $41,603,099 | 50,417 | Shares | Defined | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||