Merewether Investment Management, LP

Position in FIX — Comfort Systems USA Inc

CIK 1736852 DALLAS, TX

Position in FIX

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$30,821,805

-$12,435,253 QoQ

Shares Held

22,351

-51.8% QoQ

Ownership

0.063%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

Merewether Investment Management, LP holds $240,127,351 across 4 Engineering & Construction names. FIX ranks #4 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRIM	Primoris Services Corp	674,839	$96,528,970
2	MTZ	Mastec Inc	223,061	$71,767,646
3	LGN	Legence Corp.	726,336	$41,008,930
4	FIX	Comfort Systems USA Inc This page	22,351	$30,821,805

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$30,821,805	22,351	-51.8%	Shares	Sole	2026-05-15
2025-12-31	$43,257,058	46,349	+1011.8%	Shares	Sole	2026-02-17
2025-09-30	$3,440,175	4,169	-94.0%	Shares	Sole	2025-11-14
2025-06-30	$37,210,292	69,395	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.