Blue Grotto Capital’s Comfort Systems FIX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$71.8M Buy
133,817
+33,817
+34% +$18.1M 8.66% 2
2025
Q1
$32.2M Buy
100,000
+44,400
+80% +$14.3M 5.27% 5
2024
Q4
$23.6M Sell
55,600
-18,369
-25% -$7.79M 4.31% 11
2024
Q3
$28.9M Buy
+73,969
New +$28.9M 5.36% 7
2024
Q1
Sell
-85,819
Closed -$17.7M 29
2023
Q4
$17.7M Buy
+85,819
New +$17.7M 3.86% 11