Tom Gayner’s Comfort Systems FIX Stock Holding History

Tom Gayner’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	$25.8M	Hold	13,000	–	–	0.2%	82
2026 Q1	$17.9M	Hold	13,000	–	–	0.15%	87
2025 Q4	$12.1M	Hold	13,000	–	–	0.1%	101
2025 Q3	$10.7M	Hold	13,000	–	–	0.09%	101
2025 Q2	$6.97M	Hold	13,000	–	–	0.06%	112
2025 Q1	$4.19M	Hold	13,000	–	–	0.04%	117
2024 Q4	$5.51M	Hold	13,000	–	–	0.05%	116
2024 Q3	$5.07M	Hold	13,000	–	–	0.05%	117
2024 Q2	$3.95M	Hold	13,000	–	–	0.04%	118
2024 Q1	$4.13M	Buy	13,000 +12,000	+1,200%	+$3.07M	0.04%	114
2023 Q4	$206K	Buy	+1,000	New	+$185K	﹤0.01%	128

Other funds holding FIX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

Tom Gayner's FIX Position: Q2 2026 in Review

Tom Gayner held its Comfort Systems (FIX) position steady in Q2 2026 at 13,000 shares worth $25.8M. The position accounts for 0.2% of the portfolio, ranked #82.

Tom Gayner first reported a position in FIX in Q4 2023 and has held it in 11 quarters since. 1,342 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

Tom Gayner held 13,000 shares of Comfort Systems worth $25.8M as of Q2 2026.
Tom Gayner left its Comfort Systems share count unchanged in Q2 2026.
Comfort Systems made up 0.2% of Tom Gayner's portfolio in Q2 2026, its #82 holding.
Tom Gayner first reported a position in Comfort Systems in Q4 2023 and has held it in 11 quarters since.
1,342 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Markel Group's 13F filing for Q2 2026, filed 31 Jul 2026.