Munro Partners’s Comfort Systems FIX Stock Holding History

Munro Partners’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	$28.6M	Sell	20,704 -2,730	-12%	-$3.47M	0.97%	26
2025 Q4	$21.9M	Sell	23,434 -3,820	-14%	-$3.53M	0.57%	36
2025 Q3	$22.5M	Buy	27,254 +9,185	+51%	+$6.23M	0.61%	35
2025 Q2	$9.69M	Sell	18,069 -153,056	-89%	-$66.7M	0.3%	37
2025 Q1	$55.2M	Sell	171,125 -2,240	-1%	-$903K	2.58%	19
2024 Q4	$73.5M	Sell	173,365 -1,825	-1%	-$801K	2.44%	19
2024 Q3	$68.4M	Buy	175,190 +83,110	+90%	+$27.4M	2.49%	18
2024 Q2	$28M	Buy	92,080 +72,835	+378%	+$23.2M	1.04%	25
2024 Q1	$6.11M	Buy	19,245 +4,115	+27%	+$1.05M	0.22%	34
2023 Q4	$3.11M	Buy	15,130 +2,820	+23%	+$521K	0.14%	42
2023 Q3	$2.1M	Buy	+12,310	New	+$2.16M	0.11%	34

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

Munro Partners's FIX Position: Q1 2026 in Review

Munro Partners reduced its Comfort Systems (FIX) stake by 12% in Q1 2026, selling an estimated $3.47M and leaving 20,704 shares worth $28.6M. The position accounts for 0.97% of the portfolio, ranked #26.

Munro Partners first reported a position in FIX in Q3 2023 and has held it in 11 quarters since. The position peaked at $73.5M in Q4 2024. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

Munro Partners held 20,704 shares of Comfort Systems worth $28.6M as of Q1 2026.
Munro Partners sold 2,730 Comfort Systems shares in Q1 2026, an estimated $3.47M.
Comfort Systems made up 0.97% of Munro Partners's portfolio in Q1 2026, its #26 holding.
Munro Partners first reported a position in Comfort Systems in Q3 2023 and has held it in 11 quarters since.
Munro Partners's Comfort Systems position peaked at $73.5M in Q4 2024.
1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Munro Partners's 13F filing for Q1 2026, filed 6 May 2026.