Convergence Investment Partners, LLC

Position in FIX — Comfort Systems USA Inc

CIK 1456133 PALM BEACH GARDENS, FL

Position in FIX

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$4,114,528

+$1,888,839 QoQ

Shares Held

2,076

+28.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#489

of 1,341 holders

Holding Since

Sep 2020

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Convergence Investment Partners, LLC holds $20,749,236 across 5 Engineering & Construction names. FIX ranks #3 (19.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MYRG	Myr Group Inc.	9,286	$4,646,714
2	PWR	Quanta Services, Inc.	5,825	$4,194,233
3	FIX	Comfort Systems USA Inc This page	2,076	$4,114,528
4	EME	EMCOR Group, Inc.	4,942	$4,101,266
5	AGX	Argan Inc	4,624	$3,692,495

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,114,528	2,076	+28.6%	Shares	Sole	2026-07-31
2026-03-31	$2,225,689	1,614	-46.1%	Shares	Sole	2026-05-07
2025-03-31	$965,378	2,995	-78.0%	Shares	Sole	2025-05-06
2020-09-30	$701,566	13,620	—	Shares	Sole	2020-10-28
No filing history on record for this holder in this stock.