FIX COMFORT SYS USA INC

Ownership history in Caprock Group, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which Caprock Group, LLC reported a position in COMFORT SYS USA INC (FIX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.06% (2017 Q1)
Avg. % of fund
0.03%
First filed
2016 Q4
Last filed
2025 Q3
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 566 -119 -17.4% 0.01% $398K $824.24
2025 Q1 REDUCED 685 -95 -12.2% 0.01% $221K $321.42
2024 Q4 ADDED 780 +9 +1.2% 0.01% $331K $422.34
2024 Q3 ADDED 771 +66 +9.4% 0.01% $301K $388.47
2024 Q2 ADDED 705 +63 +9.8% 0.01% $214K $302.36
2024 Q1 REDUCED 642 -3,440 -84.3% 0.01% $204K $315.60
2019 Q4 REDUCED 4,082 -2,870 -41.3% 0.04% $203K $48.17
2017 Q2 REDUCED 6,952 -39 -0.6% 0.06% $258K $35.18
2017 Q1 UNCHANGED 6,991 0% 0.06% $256K $34.68
2016 Q4 INITIATED 6,991 0.06% $233K
% of Fund (quarterly)    FIX price (monthly, adj. close)
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