JACOBS LEVY EQUITY MANAGEMENT, INC

Position in FIX — Comfort Systems USA Inc

CIK 884414 FLORHAM PARK, NJ

Position in FIX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$287,031,944

+$154,344,148 QoQ

Shares Held

144,823

+50.5% QoQ

Ownership

0.411%

of shares outstanding

% of Portfolio

1.03%

of 13F equity value

Holder Rank

#41

of 1,341 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 76% Shared 0% None 24%

Industrials · as of Jun 30, 2026

JACOBS LEVY EQUITY MANAGEMENT, INC holds $943,213,596 across 14 Engineering & Construction names. FIX ranks #1 (30.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FIX	Comfort Systems USA Inc This page	144,823	$287,031,944
2	EME	EMCOR Group, Inc.	283,794	$235,514,964
3	AGX	Argan Inc	186,216	$148,702,786
4	FLR	Fluor Corp	1,150,503	$60,274,852
5	LGN	Legence Corp.	658,709	$56,141,768
6	TPC	Tutor Perini Corp	604,657	$50,168,391
7	MYRG	Myr Group Inc.	74,791	$37,425,416
8	PRIM	Primoris Services Corp	281,166	$27,869,173

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$287,031,944	144,823	+50.5%	Shares	Sole	2026-08-14
2026-03-31	$132,687,796	96,221	-64.1%	Shares	Sole	2026-05-15
2025-12-31	$250,003,192	267,873	-1.7%	Shares	Sole	2026-02-13
2025-09-30	$224,812,864	272,441	-9.4%	Shares	Sole	2025-11-17
2025-06-30	$161,160,060	300,554	-6.0%	Shares	Sole	2025-08-14
2025-03-31	$103,085,324	319,813	+299.2%	Shares	Sole	2025-05-15
2024-12-31	$33,976,111	80,121	+690.7%	Shares	Sole	2025-02-14
2023-09-30	$1,726,764	10,133	-47.5%	Shares	Sole	2023-11-17
2023-06-30	$3,168,403	19,296	-49.5%	Shares	Sole	2023-08-14
2023-03-31	$5,578,299	38,218	+44.0%	Shares	Sole	2023-05-15
2022-12-31	$3,053,532	26,534	-75.6%	Shares	Sole	2023-02-14
2020-03-31	$3,969,439	108,603	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.