Copeland Capital Management, LLC
Position in FIX — Comfort Systems USA Inc
CIK 1541743
Conshohocken, PA
Position in FIX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$927,552
+$283,564 QoQ
Shares Held
468
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#784
of 1,351 holders
Holding Since
Mar 2020
13 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, 2026Copeland Capital Management, LLC holds $50,644,533 across 4 Engineering & Construction names. FIX ranks #2 (1.8% of the industry book) .
All Filings in FIX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $927,552 | 468 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $643,988 | 467 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $979,021 | 1,049 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,220,441 | 1,479 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,071,347 | 1,998 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $260,120 | 807 | Shares | Sole | 2025-04-24 | |
| 2021-09-30 | $17,116 | 240 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $18,909 | 240 | Shares | Sole | 2022-01-18 | |
| 2021-03-31 | $28,038 | 375 | Shares | Sole | 2022-01-18 | |
| 2020-12-31 | $18,799 | 357 | Shares | Sole | 2022-01-18 | |
| 2020-09-30 | $18,028 | 350 | Shares | Sole | 2022-01-18 | |
| 2020-06-30 | $19,437 | 477 | Shares | Sole | 2022-01-18 | |
| 2020-03-31 | $16,118,367 | 440,995 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||