Value Aligned Research Advisors, LLC

Position in FIX — Comfort Systems USA Inc

CIK 1963565 PRINCETON, NJ

Position in FIX

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$482,816,893

+$188,213,607 QoQ

Shares Held

243,607

+14.0% QoQ

Ownership

0.692%

of shares outstanding

% of Portfolio

2.89%

of 13F equity value

Holder Rank

#22

of 1,341 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Value Aligned Research Advisors, LLC holds $893,809,090 across 4 Engineering & Construction names. FIX ranks #1 (54.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FIX	Comfort Systems USA Inc This page	243,607	$482,816,893
2	EME	EMCOR Group, Inc.	349,960	$290,424,804
3	STRL	Sterling Infrastructure, Inc.	73,360	$61,575,449
4	LGN	Legence Corp.	692,150	$58,991,944

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$482,816,893	243,607	+14.0%	Shares	Sole	2026-08-17
2026-03-31	$294,603,286	213,637	+45.3%	Shares	Sole	2026-05-18
2025-12-31	$137,213,229	147,021	+168.7%	Shares	Sole	2026-02-17
2025-09-30	$45,149,723	54,715	—	Shares	Sole	2025-12-03
No filing history on record for this holder in this stock.