Dorsey Wright & Associates FIX β€” COMFORT SYS USA INC COM

Ownership history in Dorsey Wright & Associates  Β·  3 quarters on record

AI Ownership Summary

Dorsey Wright & Associates reported COMFORT SYS USA INC COM (FIX) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 2.71% in 2026 Q1. The latest visible filing shows FIX at 2.71% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FIX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dorsey Wright & Associates's position in COMFORT SYS USA INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FIX was reported at 2.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.71% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Dorsey Wright & Associates held FIX β€” position size vs. price
% of Fund (quarterly)    FIX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 15,887 +7,402 +87.2% 2.71% $21.9M 2026-05-06 $2011.49
2025 Q4 ADDED β€” β€” β€” 8,485 +539 +6.8% 1.71% $7.9M 2026-02-20 $1461.47
2025 Q3 INITIATED β€” β€” β€” 7,946 β€” β€” 1.47% $6.6M 2025-11-18 $920.51

FAQ About Dorsey Wright & Associates and FIX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Dorsey Wright & Associates reported owning FIX?

Dorsey Wright & Associates reported FIX across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported FIX position in Dorsey Wright & Associates's portfolio?

The largest reported portfolio weight for FIX was 2.71% in 2026 Q1.

What is the latest reported FIX position on this page?

The most recent filing on this page is 2026 Q1, when Dorsey Wright & Associates reported 15,887 shares, equal to 2.71% of portfolio, with an estimated market value of $21.9M.

What does the chart on this FIX ownership page compare?

The chart compares Dorsey Wright & Associates's quarterly FIX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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