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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
Q1 		– Sell
-14,000
Closed -$13.1M – 160
2025
Q4 		$13.1M Buy
+14,000
New +$12.9M 0.44% 57

Other funds holding FIX

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Waratah Capital Advisors's FIX Position: Q1 2026 in Review

Waratah Capital Advisors reduced its Comfort Systems (FIX) stake by 64% in Q1 2026, selling an estimated $24.7M and leaving 10,729 shares worth $14.8M. The position accounts for 0.56% of the portfolio, ranked #38.

Waratah Capital Advisors first reported a position in FIX in Q1 2025 and has held it in 5 quarters since. The position peaked at $28.1M in Q4 2025. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Waratah Capital Advisors held 10,729 shares of Comfort Systems worth $14.8M as of Q1 2026.
  • Waratah Capital Advisors sold 19,432 Comfort Systems shares in Q1 2026, an estimated $24.7M.
  • Comfort Systems made up 0.56% of Waratah Capital Advisors's portfolio in Q1 2026, its #38 holding.
  • Waratah Capital Advisors first reported a position in Comfort Systems in Q1 2025 and has held it in 5 quarters since.
  • Waratah Capital Advisors's Comfort Systems position peaked at $28.1M in Q4 2025.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Waratah Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.