Engle Capital Management’s Comfort Systems FIX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.79M Sell
2,417
-5,983
-71% -$10.9M 1.32% 17
2026
Q1
$11.6M Buy
8,400
+900
+12% +$1.14M 3.95% 9
2025
Q4
$7M Buy
+7,500
New +$6.92M 2.7% 13

Other funds holding FIX

Engle Capital Management's FIX Position: Q2 2026 in Review

Engle Capital Management reduced its Comfort Systems (FIX) stake by 71% in Q2 2026, selling an estimated $10.9M and leaving 2,417 shares worth $4.79M. The position accounts for 1.32% of the portfolio, ranked #17.

Engle Capital Management first reported a position in FIX in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.6M in Q1 2026. 1,349 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Engle Capital Management held 2,417 shares of Comfort Systems worth $4.79M as of Q2 2026.
  • Engle Capital Management sold 5,983 Comfort Systems shares in Q2 2026, an estimated $10.9M.
  • Comfort Systems made up 1.32% of Engle Capital Management's portfolio in Q2 2026, its #17 holding.
  • Engle Capital Management first reported a position in Comfort Systems in Q4 2025 and has held it in 3 quarters since.
  • Engle Capital Management's Comfort Systems position peaked at $11.6M in Q1 2026.
  • 1,349 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Engle Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.