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Katamaran Capital’s Comfort Systems FIX Stock Holding History

Katamaran Capital’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
Q2 		$3.58M Buy
1,807
+458
+34% +$831K 2.85% 13
2026
Q1 		$1.86M Sell
1,349
-2,199
-62% -$2.79M 1.5% 24
2025
Q4 		$3.31M Buy
3,548
+2,343
+194% +$2.16M 2.51% 17
2025
Q3 		$994K Buy
1,205
+254
+27% +$172K 0.91% 26
2025
Q2 		$510K Buy
+951
New +$414K 0.47% 26

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Katamaran Capital's FIX Position: Q2 2026 in Review

Katamaran Capital increased its Comfort Systems (FIX) stake by 34% in Q2 2026, buying an estimated $831K and bringing the position to 1,807 shares worth $3.58M. The position accounts for 2.85% of the portfolio, ranked #13.

Katamaran Capital first reported a position in FIX in Q2 2025 and has held it in 5 quarters since. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Katamaran Capital held 1,807 shares of Comfort Systems worth $3.58M as of Q2 2026.
  • Katamaran Capital bought 458 Comfort Systems shares in Q2 2026, an estimated $831K.
  • Comfort Systems made up 2.85% of Katamaran Capital's portfolio in Q2 2026, its #13 holding.
  • Katamaran Capital first reported a position in Comfort Systems in Q2 2025 and has held it in 5 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Katamaran Capital's 13F filing for Q2 2026, filed 21 Jul 2026.