Legato Capital Management’s Comfort Systems FIX Stock Holding History

Legato Capital Management’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	$346K	Sell	251 -124	-33%	-$157K	0.03%	607
2025 Q4	$350K	Buy	+375	New	+$346K	0.03%	649
2025 Q1	–	Sell	-3,130	Closed	-$1.33M	–	591
2024 Q4	$1.33M	Buy	3,130 +1,740	+125%	+$764K	0.17%	209
2024 Q3	$543K	Sell	1,390 -7,610	-85%	-$2.51M	0.07%	431
2024 Q2	$2.74M	Sell	9,000 -627	-7%	-$199K	0.37%	53
2024 Q1	$3.06M	Sell	9,627 -2,282	-19%	-$583K	0.37%	61
2023 Q4	$2.45M	Sell	11,909 -1,395	-10%	-$258K	0.32%	74
2023 Q3	$2.27M	Sell	13,304 -2,192	-14%	-$385K	0.33%	69
2023 Q2	$2.54M	Buy	15,496 +1,478	+11%	+$220K	0.34%	70
2023 Q1	$2.05M	Hold	14,018	–	–	0.37%	65
2022 Q4	$1.61M	Buy	+14,018	New	+$1.63M	0.31%	96
2018 Q1	–	Sell	-40,668	Closed	-$1.77M	–	157
2017 Q4	$1.77M	Sell	40,668 -1,561	-4%	-$63.9K	0.26%	110
2017 Q3	$1.51M	Buy	42,229 +30,395	+257%	+$1.05M	0.22%	118
2017 Q2	$439K	Buy	11,834 +10,635	+887%	+$377K	0.19%	129
2017 Q1	$44K	Buy	+1,199	New	+$41.6K	0.05%	76

Other funds holding FIX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Legato Capital Management's FIX Position: Q1 2026 in Review

Legato Capital Management reduced its Comfort Systems (FIX) stake by 33% in Q1 2026, selling an estimated $157K and leaving 251 shares worth $346K. The position accounts for 0.03% of the portfolio, ranked #607.

Legato Capital Management first reported a position in FIX in Q1 2017 and has held it in 15 quarters since. The position peaked at $3.06M in Q1 2024. 1,196 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

Legato Capital Management held 251 shares of Comfort Systems worth $346K as of Q1 2026.
Legato Capital Management sold 124 Comfort Systems shares in Q1 2026, an estimated $157K.
Comfort Systems made up 0.03% of Legato Capital Management's portfolio in Q1 2026, its #607 holding.
Legato Capital Management first reported a position in Comfort Systems in Q1 2017 and has held it in 15 quarters since.
Legato Capital Management's Comfort Systems position peaked at $3.06M in Q1 2024.
1,196 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Legato Capital Management's 13F filing for Q1 2026, filed 14 May 2026.