Linden Thomas Advisory Services, LLC
Position in FIX — Comfort Systems USA Inc
CIK 1965702
Charlotte, NC
Position in FIX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$8,912,829
+$3,365,153 QoQ
Shares Held
4,497
+11.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#355
of 1,341 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FIX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Linden Thomas Advisory Services, LLC holds $27,196,811 across 10 Engineering & Construction names. FIX ranks #2 (32.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGX |
Argan Inc
|
11,464 | $9,154,577 | |
| 2 | FIX |
Comfort Systems USA Inc
This page
|
4,497 | $8,912,829 | |
| 3 | MYRG |
Myr Group Inc.
|
6,749 | $3,377,199 | |
| 4 | ACM |
Aecom
|
41,890 | $2,923,922 | |
| 5 | MTZ |
Mastec Inc
|
2,132 | $887,039 | |
| 6 | IESC |
IES Holdings, Inc.
|
710 | $521,608 | |
| 7 | EME |
EMCOR Group, Inc.
|
495 | $410,790 | |
| 8 | DY |
Dycom Industries Inc
|
758 | $383,237 |
All Filings in FIX
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,912,829 | 4,497 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $5,547,676 | 4,023 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,917,910 | 2,055 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,626,429 | 1,971 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $999,495 | 1,864 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $799,700 | 2,481 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $940,565 | 2,218 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $714,340 | 1,830 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $473,210 | 1,556 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $449,877 | 1,416 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $490,522 | 2,385 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $321,563 | 1,887 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $269,780 | 1,643 | Shares | Sole | 2023-07-27 | |
| No filing history on record for this holder in this stock. | ||||||