Merewether Investment Management, LP FIX — COMFORT SYS USA INC

Ownership history in Merewether Investment Management, LP  ·  5 quarters on record

AI Ownership Summary

Merewether Investment Management, LP reported COMFORT SYS USA INC (FIX) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 1.37% in 2026 Q2. The latest visible filing shows FIX at 1.37% 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 Merewether Investment Management, LP's position in COMFORT SYS USA INC, 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 Q2

FIX was reported at 1.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.37% in 2026 Q2

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

Time in book
Holding Window
2025 Q2 to 2026 Q2

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.

FIX stock page Merewether Investment Management, LP fund profile Merewether Investment Management, LP full holdings
How Merewether Investment Management, LP held FIX — position size vs. price
% of Fund (quarterly)    FIX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 36,660 +14,309 +64.0% 1.37% $72.7M 2026-08-14 $1774.06
2026 Q1 REDUCED 51.8% +41.4% ❌ 22,351 -23,998 -51.8% 0.60% $30.8M 2026-05-15 $1991.71
2025 Q4 ADDED — — — 46,349 +42,180 +1011.8% 0.99% $43.3M 2026-02-17 $1335.84
2025 Q3 REDUCED 94.0% +15.3% ❌ 4,169 -65,226 -94.0% 0.08% $3.4M 2025-11-14 $908.30
2025 Q2 INITIATED — — — 69,395 — — 1.07% $37.2M 2025-08-14 $688.45

🏢 Other funds also holding FIX

As of 2026 Q2 — sorted by position size

Goodlander Investment Management, LLC 12.56% CROWN ADVISORS MANAGEMENT, INC. 3Y 7Y 10.88% Gallo Partners, LP 8.57% SCALAR GAUGE MANAGEMENT, LLC 7.75% Peterson Wealth Services 3Y 6.95% COWA, LLC 3Y 6.18% Smith Group Asset Management, LLC 3Y 4.18% Wealth High Governance Capital Ltda 4.09% Sidoxia Capital Management, LLC 3.9% CALIFORNIA FIRST LEASING CORP 3Y 3.67%

FAQ About Merewether Investment Management, LP and FIX

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

How long has Merewether Investment Management, LP reported owning FIX?

Merewether Investment Management, LP reported FIX across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported FIX position in Merewether Investment Management, LP's portfolio?

The largest reported portfolio weight for FIX was 1.37% in 2026 Q2.

What is the latest reported FIX position on this page?

The most recent filing on this page is 2026 Q2, when Merewether Investment Management, LP reported 36,660 shares, equal to 1.37% of portfolio, with an estimated market value of $72.7M.

What does the chart on this FIX ownership page compare?

The chart compares Merewether Investment Management, LP'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.

How well did Merewether Investment Management, LP time their FIX position?

Based on 13F filing dates vs. subsequent FIX price moves, Merewether Investment Management, LP correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on FIX relative to SPY over the holding period was +26556.7%.

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