FULLER & THALER ASSET MANAGEMENT, INC.
Position in FIX — Comfort Systems USA Inc
CIK 1082327
SAN MATEO, CA
Position in FIX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$259,304,464
-$74,681,398 QoQ
Shares Held
130,833
-46.0% QoQ
Ownership
0.372%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#45
of 1,341 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FIX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026FULLER & THALER ASSET MANAGEMENT, INC. holds $1,419,378,663 across 10 Engineering & Construction names. FIX ranks #2 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EME |
EMCOR Group, Inc.
|
439,676 | $364,878,318 | |
| 2 | FIX |
Comfort Systems USA Inc
This page
|
130,833 | $259,304,464 | |
| 3 | MYRG |
Myr Group Inc.
|
286,686 | $143,457,674 | |
| 4 | TTEK |
Tetra Tech Inc
|
4,921,268 | $142,175,432 | |
| 5 | ECG |
Everus Construction Group, Inc.
|
808,959 | $134,246,746 | |
| 6 | GVA |
Granite Construction Inc
|
715,246 | $113,066,087 | |
| 7 | AGX |
Argan Inc
|
116,481 | $93,015,902 | |
| 8 | STRL |
Sterling Infrastructure, Inc.
|
106,898 | $89,725,905 |
All Filings in FIX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,304,464 | 130,833 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $333,985,862 | 242,196 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $269,757,208 | 289,039 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $305,830,687 | 370,623 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $285,870,173 | 533,131 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $208,042,741 | 645,434 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $274,988,067 | 648,465 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $301,690,975 | 772,873 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $181,512,805 | 596,846 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $192,650,130 | 606,371 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $219,905,860 | 1,069,217 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $109,726,146 | 643,895 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $106,112,608 | 646,240 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $61,144,395 | 418,912 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $48,629,700 | 422,573 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $42,376,119 | 435,386 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $49,013,765 | 589,462 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $56,433,586 | 634,014 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $62,859,352 | 635,328 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $43,552,271 | 610,660 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $40,731,514 | 516,963 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $33,911,783 | 453,548 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $30,104,932 | 571,685 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $46,814,657 | 908,846 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $48,434,798 | 1,188,584 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $30,667,569 | 839,058 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||