FIX COMFORT SYS USA COM

Ownership history in JACOBS LEVY EQUITY MANAGEMENT, INC  ·  62 quarters on record

AI Ownership Summary

JACOBS LEVY EQUITY MANAGEMENT, INC reported COMFORT SYS USA COM (FIX) in 62 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.97% in 2025 Q4. The latest visible filing shows FIX at 0.97% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FIX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JACOBS LEVY EQUITY MANAGEMENT, INC's position in COMFORT SYS USA 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
2025 Q4

FIX was reported at 0.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.97% in 2025 Q4

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 JACOBS LEVY EQUITY MANAGEMENT, INC held FIX — position size vs. price
% of Fund (quarterly)    FIX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 267,873 -4,568 -1.7% 0.97% $250.0M 2026-02-14 (Est.) $1337.26
2025 Q3 REDUCED 272,441 -28,113 -9.4% 0.89% $224.8M 2025-11-17 $919.34
2025 Q2 REDUCED 300,554 -19,259 -6.0% 0.63% $161.2M 2025-08-14 $689.08
2025 Q1 ADDED 319,813 +239,692 +299.2% 0.41% $103.1M 2025-05-15 $462.07
2024 Q4 ADDED 80,121 +69,988 +690.7% 0.12% $34.0M 2025-02-14 $389.64
2023 Q3 REDUCED 10,133 -9,163 -47.5% 0.01% $1.7M 2023-11-17 $193.53
56 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About JACOBS LEVY EQUITY MANAGEMENT, INC and FIX

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

How long has JACOBS LEVY EQUITY MANAGEMENT, INC reported owning FIX?

JACOBS LEVY EQUITY MANAGEMENT, INC reported FIX across 6 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported FIX position in JACOBS LEVY EQUITY MANAGEMENT, INC's portfolio?

The largest reported portfolio weight for FIX was 0.97% in 2025 Q4.

What is the latest reported FIX position on this page?

The most recent filing on this page is 2025 Q4, when JACOBS LEVY EQUITY MANAGEMENT, INC reported 267,873 shares, equal to 0.97% of portfolio, with an estimated market value of $250.0M.

What does the chart on this FIX ownership page compare?

The chart compares JACOBS LEVY EQUITY MANAGEMENT, INC'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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