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Daniel Loeb’s Comfort Systems FIX Stock Holding History

Daniel Loeb’s Portfolio FIX Stock Details FIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-105,000
Closed -$98M – 42
2025
Q4 		$98M Sell
105,000
-95,000
-48% -$87.7M 1.35% 27
2025
Q3 		$165M Buy
200,000
+15,000
+8% +$10.2M 1.84% 23
2025
Q2 		$99.2M Buy
+185,000
New +$80.6M 1.3% 27

Other funds holding FIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Daniel Loeb's FIX Position: Q1 2026 in Review

Daniel Loeb sold out of Comfort Systems (FIX) in Q1 2026, closing a stake of 105,000 shares — an estimated $98M sold.

Daniel Loeb first reported a position in FIX in Q2 2025 and held it in 3 quarters. The position peaked at $165M in Q3 2025. 1,201 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Daniel Loeb reported no remaining Comfort Systems position as of Q1 2026 after selling out during the quarter.
  • Daniel Loeb sold 105,000 Comfort Systems shares in Q1 2026, an estimated $98M.
  • Daniel Loeb first reported a position in Comfort Systems in Q2 2025 and held it in 3 quarters.
  • Daniel Loeb's Comfort Systems position peaked at $165M in Q3 2025.
  • 1,201 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Third Point's 13F filing for Q1 2026, filed 15 May 2026.