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All holdings

Comfort Systems USA

FIX

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
1
In their latest 13F (Q3 2026)
See who
Value held
$25.8m
Combined value at quarter end
Last quarter
0 bought
0 sold or trimmed
Price at Q2 ’26 end
$1,981.95
+43.7% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+28.4%Q3 ’24
+8.6%Q4 ’24
-24.0%Q1 ’25
+66.4%Q2 ’25
+53.9%Q3 ’25
+13.1%Q4 ’25
+47.8%Q1 ’26
+43.7%Q2 ’26
Q3 ’24: +28.4%; Q4 ’24: +8.6%; Q1 ’25: -24.0%; Q2 ’25: +66.4%; Q3 ’25: +53.9%; Q4 ’25: +13.1%; Q1 ’26: +47.8%; Q2 ’26: +43.7%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

2Q4 ’23
1Q1 ’24
1Q2 ’24
1Q3 ’24
1Q4 ’24
2Q1 ’25
1Q2 ’25
1Q3 ’25
1Q4 ’25
1Q1 ’26
1Q2 ’26
0Q3 ’26
Q4 ’23: 2; Q1 ’24: 1; Q2 ’24: 1; Q3 ’24: 1; Q4 ’24: 1; Q1 ’25: 2; Q2 ’25: 1; Q3 ’25: 1; Q4 ’25: 1; Q1 ’26: 1; Q2 ’26: 1; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes Comfort Systems USA.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Comfort Systems USA
Markel Group0.2%$25.8m$25.8mUnchanged11 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of Comfort Systems USA
Bought or soldFiling
26 Aug 2026Lane Brian E.CHIEF EXECUTIVE OFF.▼ Sold16,024$1608.21$25.8mForm 4
17 Aug 2026George William IIICHIEF FINANCIAL OFFICER▼ Sold2,554$1859.65$4.7mForm 4
11 Aug 2026Myers FranklinDirector▼ Sold4,000$1693.92$6.8mForm 4
10 Aug 2026Myers FranklinDirector▼ Sold3,500$1690.47$5.9mForm 4

About the company

Sector
Industrials · Electrical Work
Financial year ends
31 December
Shares outstanding
35m at 17 Jul 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$1.4bn2013
$1.6bn2015
$1.8bn2017
$2.6bn2019
$3.1bn2021
$5.2bn2023
$1.8bn2025
2013: $1.4bn; 2014: $1.4bn; 2015: $1.6bn; 2016: $1.6bn; 2017: $1.8bn; 2018: $2.2bn; 2019: $2.6bn; 2020: $2.9bn; 2021: $3.1bn; 2022: $4.1bn; 2023: $5.2bn; 2024: $7.0bn; 2025: $1.8bn
Comfort Systems USA revenue and net income by year
YearRevenueNet income
2025$1.8bn$1.0bn
2024$7.0bn$522m
2023$5.2bn$323m
2022$4.1bn$246m
2021$3.1bn$143m
2020$2.9bn$150m
2019$2.6bn$114m
2018$2.2bn$113m
2017$1.8bn$55.3m
2016$1.6bn$64.9m
2015$1.6bn$49.4m
2014$1.4bn$23.1m
2013$1.4bn$27.3m

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.