Perennial Investment Advisors, LLC
Position in FIX — Comfort Systems USA Inc
CIK 1801523
Los Angeles, CA
Position in FIX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$293,328
+$84,272 QoQ
Shares Held
148
-33.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,060
of 1,341 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FIX Over Time
Shares Held
Position Value (USD)
Derivatives in FIX
reported options exposure · as of Dec 31, 2025CallValue
$93,329
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Perennial Investment Advisors, LLC holds $1,482,997 across 3 Engineering & Construction names. FIX ranks #2 (19.8% of the industry book) .
All Filings in FIX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,328 | 148 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $93,329 | 100 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $209,056 | 224 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||