FIX β€” COMFORT SYS USA INC

Ownership history in VIRTUS ADVISERS, LLC  Β·  4 quarters on record

This page tracks every 13F SEC filing in which VIRTUS ADVISERS, 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.06% (2025 Q3)
πŸ“Š Avg. % of fund
0.59%
πŸ“… First filed
2025 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
4

Position Intelligence

VIRTUS ADVISERS, LLC Γ— FIX AI Analytics

πŸ“ˆ VIRTUS ADVISERS, LLC outperformed the S&P 500 by +149.5% annually on this FIX position. Average cost basis: $771.07. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
+149.5%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 149.5% per year on this position.
3 quarters analyzed

πŸ’° Entry Quality
$771.07
+21.0% vs current ($932.81)

Best entry: $321.42 (2025 Q1)  Β·  Worst: $932.81 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

3 adds Β· 0 trims. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ VIRTUS ADVISERS, LLC has been actively increasing its FIX allocation β€” a bullish signal from insiders.
Currently 0.97% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    FIX price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,192 +228 +11.6% 0.97% $2.0M $932.81
2025 Q3 ADDED 1,964 +1,683 +598.9% 1.06% $1.6M $824.24
2025 Q2 UNCHANGED 281 β€” 0% 0.20% $151K $535.22
2025 Q1 INITIATED 281 β€” β€” 0.12% $91K $321.42

🏒 Other funds also holding FIX

As of 2025 Q4 β€” sorted by position size

CROWN ADVISORS MANAGEMENT, INC. 3Y 7Y 9.82% Blue Grotto Capital, LLC 3Y 5.33% BWCP, LP 3Y 5.2% Peterson Wealth Services 3Y 3.93% COWA, LLC 3Y 3.89% New Millennium Group LLC 3Y 3.22% Smith Group Asset Management, LLC 3Y 3.21% Engle Capital Management, L.P. 3Y 7Y 2.7% CALIFORNIA FIRST LEASING CORP 3Y 2.64% Yorktown Management & Research Co Inc 3Y 7Y 2.61%
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