Zelman Capital’s Comfort Systems FIX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-385,425	Closed	-$8.85M	–	28
2015 Q2	$8.85M	Buy	385,425 +95,000	+33%	+$2.18M	2.2%	9
2015 Q1	$6.11M	Sell	290,425 -5,000	-2%	-$105K	1.93%	14
2014 Q4	$5.06M	Buy	+295,425	New	+$5.06M	3.3%	16