Munro Partners

Position in FIX — Comfort Systems USA Inc

CIK 1768744 MELBOURNE, C3

Position in FIX

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$59,914,348

+$31,363,740 QoQ

Shares Held

30,230

+46.0% QoQ

Ownership

0.086%

of shares outstanding

% of Portfolio

1.36%

of 13F equity value

Holder Rank

#137

of 1,343 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Munro Partners holds $340,616,345 across 4 Engineering & Construction names. FIX ranks #3 (17.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PWR	Quanta Services, Inc.	276,277	$198,930,491
2	LGN	Legence Corp.	779,617	$66,446,756
3	FIX	Comfort Systems USA Inc This page	30,230	$59,914,348
4	MYRG	Myr Group Inc.	30,625	$15,324,750

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$59,914,348	30,230	+46.0%	Shares	Sole	2026-08-10
2026-03-31	$28,550,608	20,704	-11.6%	Shares	Sole	2026-05-06
2025-12-31	$21,870,717	23,434	-14.0%	Shares	Sole	2026-02-17
2025-09-30	$22,489,455	27,254	+50.8%	Shares	Sole	2025-10-15
2025-06-30	$9,688,778	18,069	-89.4%	Shares	Sole	2025-10-15
2025-03-31	$55,158,721	171,125	-1.3%	Shares	Sole	2025-10-14
2024-12-31	$73,517,161	173,365	-1.0%	Shares	Sole	2025-10-15
2024-09-30	$68,385,416	175,190	+90.3%	Shares	Sole	2025-10-21
2024-06-30	$28,003,369	92,080	+378.5%	Shares	Sole	2025-10-21
2024-03-31	$6,114,328	19,245	+27.2%	Shares	Sole	2025-10-21
2023-12-31	$3,111,787	15,130	+22.9%	Shares	Sole	2025-10-28
2023-09-30	$2,097,747	12,310	—	Shares	Sole	2025-10-28
No filing history on record for this holder in this stock.