Locust Wood Capital Advisers’s Comfort Systems FIX Stock Holding History

Locust Wood Capital Advisers’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
2025 Q4	–	Sell	-990	Closed	-$817K	–	45
2025 Q3	$817K	Sell	990 -1,140	-54%	-$773K	0.02%	37
2025 Q2	$1.14M	Hold	2,130	–	–	0.03%	36
2025 Q1	$687K	Buy	+2,130	New	+$859K	0.02%	48
2024 Q4	–	Sell	-3,400	Closed	-$1.33M	–	47
2024 Q3	$1.33M	Buy	+3,400	New	+$1.12M	0.04%	40

Other funds holding FIX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Locust Wood Capital Advisers's FIX Position: Q4 2025 in Review

Locust Wood Capital Advisers sold out of Comfort Systems (FIX) in Q4 2025, closing a stake of 990 shares — an estimated $817K sold.

Locust Wood Capital Advisers first reported a position in FIX in Q3 2024 and held it in 4 quarters. The position peaked at $1.33M in Q3 2024. 1,041 funds tracked by Wall St. Rank hold FIX as of Q4 2025.

Locust Wood Capital Advisers reported no remaining Comfort Systems position as of Q4 2025 after selling out during the quarter.
Locust Wood Capital Advisers sold 990 Comfort Systems shares in Q4 2025, an estimated $817K.
Locust Wood Capital Advisers first reported a position in Comfort Systems in Q3 2024 and held it in 4 quarters.
Locust Wood Capital Advisers's Comfort Systems position peaked at $1.33M in Q3 2024.
1,041 funds tracked by Wall St. Rank held Comfort Systems as of Q4 2025.

Based on Locust Wood Capital Advisers's 13F filing for Q4 2025, filed 11 Feb 2026.