WCA
FIX icon

Waratah Capital Advisors’s Comfort Systems FIX Stock Holding History

Waratah Capital Advisors’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 		$10.2M Sell
5,136
-5,593
-52% -$10.1M 0.35% 69
2026
Q1 		$14.8M Sell
10,729
-19,432
-64% -$24.7M 0.56% 38
2025
Q4 		$28.1M Buy
30,161
+3,309
+12% +$3.06M 0.95% 22
2025
Q3 		$22.2M Sell
26,852
-17,351
-39% -$11.8M 0.39% 34
2025
Q2 		$23.7M Buy
44,203
+39,871
+920% +$17.4M 0.63% 31
2025
Q1 		$1.4M Buy
+4,332
New +$1.75M 0.04% 142

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

Waratah Capital Advisors's FIX Position: Q2 2026 in Review

Waratah Capital Advisors reduced its Comfort Systems (FIX) stake by 52% in Q2 2026, selling an estimated $10.1M and leaving 5,136 shares worth $10.2M. The position accounts for 0.35% of the portfolio, ranked #69.

Waratah Capital Advisors first reported a position in FIX in Q1 2025 and has held it in 6 quarters since. The position peaked at $28.1M in Q4 2025. 1,348 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Waratah Capital Advisors held 5,136 shares of Comfort Systems worth $10.2M as of Q2 2026.
  • Waratah Capital Advisors sold 5,593 Comfort Systems shares in Q2 2026, an estimated $10.1M.
  • Comfort Systems made up 0.35% of Waratah Capital Advisors's portfolio in Q2 2026, its #69 holding.
  • Waratah Capital Advisors first reported a position in Comfort Systems in Q1 2025 and has held it in 6 quarters since.
  • Waratah Capital Advisors's Comfort Systems position peaked at $28.1M in Q4 2025.
  • 1,348 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Waratah Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.