Munro Partners

Position in FIX — Comfort Systems USA Inc

CIK 1768744 MELBOURNE, C3

Position in FIX

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$28,550,608

+$6,679,891 QoQ

Shares Held

20,704

-11.6% QoQ

Ownership

0.059%

of shares outstanding

% of Portfolio

1.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

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

Industrials · as of Mar 31, 2026

Munro Partners holds $224,585,299 across 7 Engineering & Construction names. FIX ranks #4 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STRL	Sterling Infrastructure, Inc.	164,995	$67,197,513
2	PWR	Quanta Services, Inc.	90,002	$49,412,898
3	LGN	Legence Corp.	747,832	$42,222,594
4	FIX	Comfort Systems USA Inc This page	20,704	$28,550,608
5	PRIM	Primoris Services Corp	112,170	$16,044,796
6	ROAD	Construction Partners, Inc.	125,575	$13,953,894
7	AGX	Argan Inc	13,225	$7,202,996

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.