Polymer Capital Management (US) LLC
Position in FIX — Comfort Systems USA Inc
CIK 1973324
NEW YORK, NY
Position in FIX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$503,415
-$590,124 QoQ
Shares Held
254
-68.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#930
of 1,341 holders
Holding Since
Jun 2025
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, 2026Polymer Capital Management (US) LLC holds $11,843,951 across 13 Engineering & Construction names. FIX ranks #11 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EME |
EMCOR Group, Inc.
|
2,267 | $1,881,337 | |
| 2 | MTZ |
Mastec Inc
|
4,168 | $1,734,138 | |
| 3 | PRIM |
Primoris Services Corp
|
14,027 | $1,390,356 | |
| 4 | WLDN |
Willdan Group, Inc.
|
16,574 | $1,311,003 | |
| 5 | TPC |
Tutor Perini Corp
|
10,144 | $841,647 | |
| 6 | PWR |
Quanta Services, Inc.
|
1,115 | $802,844 | |
| 7 | MYRG |
Myr Group Inc.
|
1,398 | $699,559 | |
| 8 | GVA |
Granite Construction Inc
|
4,119 | $651,131 |
All Filings in FIX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $503,415 | 254 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,093,539 | 793 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $540,374 | 579 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $426,286 | 795 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||