OCCUDO QUANTITATIVE STRATEGIES LP
Position in FIX — Comfort Systems USA Inc
CIK 1819697
FORT LAUDERDALE, FL
Position in FIX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,584,922
+$5,283,388 QoQ
Shares Held
3,827
+129.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#388
of 1,351 holders
Holding Since
Mar 2024
4 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, 2026OCCUDO QUANTITATIVE STRATEGIES LP holds $49,142,150 across 13 Engineering & Construction names. FIX ranks #4 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FER |
Ferrovial N.V.
|
137,391 | $9,426,396 | |
| 2 | MTZ |
Mastec Inc
|
20,907 | $8,698,566 | |
| 3 | ACM |
Aecom
|
116,351 | $8,121,299 | |
| 4 | FIX |
Comfort Systems USA Inc
This page
|
3,827 | $7,584,922 | |
| 5 | IESC |
IES Holdings, Inc.
|
6,790 | $4,988,341 | |
| 6 | 7,588 | $2,690,173 | |||
| 7 | STRL |
Sterling Infrastructure, Inc.
|
2,489 | $2,089,167 | |
| 8 | TPC |
Tutor Perini Corp
|
18,887 | $1,567,054 |
All Filings in FIX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,584,922 | 3,827 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,301,534 | 1,669 | Shares | Sole | 2026-05-15 | |
| 2024-06-30 | $493,282 | 1,622 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,748,358 | 5,503 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||