WCM INVESTMENT MANAGEMENT, LLC

Position in FIX — Comfort Systems USA Inc

CIK 1061186 LAGUNA BEACH, CA

Position in FIX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$287,230,139

+$126,304,764 QoQ

Shares Held

144,923

+24.2% QoQ

Ownership

0.412%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#40

of 1,341 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Industrials · as of Jun 30, 2026

WCM INVESTMENT MANAGEMENT, LLC holds $356,879,811 across 8 Engineering & Construction names. FIX ranks #1 (80.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FIX	Comfort Systems USA Inc This page	144,923	$287,230,139
2	AGX	Argan Inc	27,035	$21,588,799
3	DY	Dycom Industries Inc	40,321	$20,385,894
4	STRL	Sterling Infrastructure, Inc.	22,952	$19,264,990
5	MTZ	Mastec Inc	11,611	$4,830,872
6	APG	APi Group Corp	40,998	$1,736,265
7	TTEK	Tetra Tech Inc	33,914	$979,775
8	ACM	Aecom	12,365	$863,077

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$287,230,139	144,923	+24.2%	Shares	Sole	2026-08-13
2026-03-31	$160,925,375	116,698	+24.5%	Shares	Sole	2026-05-07
2025-12-31	$87,454,872	93,706	+15.9%	Shares	Sole	2026-02-09
2025-09-30	$66,693,523	80,823	+63.0%	Shares	Sole	2025-11-04
2025-06-30	$26,591,726	49,592	+6.5%	Shares	Sole	2025-07-29
2025-03-31	$15,015,098	46,583	+13.8%	Shares	Sole	2025-04-28
2024-12-31	$17,364,832	40,949	-58.9%	Shares	Sole	2025-02-11
2024-09-30	$38,860,513	99,553	+16.5%	Shares	Sole	2024-11-04
2024-06-30	$25,991,007	85,463	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.