Applied Finance Capital Management, LLC
Position in FIX — Comfort Systems USA Inc
CIK 1966007
SAN JUAN, PR
Position in FIX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,327,906
+$606,695 QoQ
Shares Held
670
+28.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#703
of 1,341 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in FIX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Applied Finance Capital Management, LLC holds $22,881,280 across 3 Engineering & Construction names. FIX ranks #2 (5.8% of the industry book) .
All Filings in FIX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,327,906 | 670 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $721,211 | 523 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $532,908 | 571 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $619,710 | 751 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $464,357 | 866 | Shares | Sole | 2025-07-29 | |
| 2024-12-31 | $371,476 | 876 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $341,946 | 876 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||