Letters by company
Comfort Systems Usa INC
12 letters discussing FIX. Everything written about it on this site is on its ticker page.
- Parnassus Investments Parnassus Growth Equity Fund | Investment Commentary - 3Q 2026 Parnassus Growth Equity Fund retained all core positions, selling only spun-off Mobility Global shares, while maintaining an underweight in semiconductors and no Energy exposure. The portfolio favors health-care innovators and AI-infrastructure beneficiaries such as GE Vernova and Comfort Systems USA, while remaining selective amid elevated valuations, oil prices and interest rates. 3Q26 FIX $39BGEV $213BNTRA $46B
- Artisan Partners Artisan Mid Cap Fund Quarterly Commentary Artisan Mid Cap Fund added to Lattice Semiconductor, Comfort Systems, Guardant Health, Teledyne and Tradeweb while initiating Entegris, Modine Manufacturing and C.H. Robinson Worldwide. The fund exited ROBLOX, Insulet and Cencora, arguing that AI infrastructure, health care innovation and selected profit-cycle recoveries offer better opportunities than maturing or competitively challenged franchises. Q2 2026 0HQW COR $69BENTG $23B
- Forager Funds Management Annual Report June 2026 Forager argues that the AI capital-spending boom has become a sector-specific bubble while neglected software and value businesses offer better prospective value. The firm sold Fiserv after its turnaround failed, exited richly valued Comfort Systems and Zegona, added to selected Japanese software holdings, and retained conviction in operating progress at companies including Cuscal and IDP Education. 2026 financial year 5038 $209MAMA $151MBVS $1B
- Fred Alger Management, LLC Alger Mid Cap Growth Fund Commentary Alger Mid Cap Growth Fund favored AI-infrastructure beneficiaries Astera Labs, Nebius Group and Comfort Systems USA, citing hyperscaler demand for connectivity, cloud capacity and data-center construction. GFL Environmental, Celsius Holdings and QXO detracted as acquisition financing, margin concerns and softer building-products markets weighed on sentiment. 2nd Quarter 2026 ALAB $39BCELH $8.1BFIX $39B
- Artisan Partners Artisan Mid Cap Fund Quarterly Commentary Artisan Mid Cap Fund added to DoorDash and ROBLOX after share-price weakness, initiated Semtech, Tradeweb Markets and SiTime, and exited Ares Management, CCC Intelligent Solutions and Parsons. The portfolio favors health care, AI infrastructure and aerospace and defense businesses with durable profit cycles amid wider market dispersion. Q1 2026 AJG $73BALAB $39BARES $45B
- Artisan Partners Quarterly Commentary, Artisan Mid Cap Fund Artisan Mid Cap Fund added L3Harris, Astera Labs and Carvana, seeking exposure to missile defense, data-center connectivity and scaled online used-car retailing. It exited Veeva, Snowflake and Ferguson on competitive, AI-related or valuation concerns, while trimming Coherent, iRhythm and MACOM under its valuation discipline. Q4 2025 ALAB $39BARGNF $57BASND $18B
- Forager Funds Management Annual Report Forager attributes its opportunity set to passive selling, thematic ETF flows and index inclusion, using market volatility to buy underfollowed companies and trim positions when valuations outrun fundamentals. The International Fund added Comfort Systems and recycled UK holdings, while the Australian Fund backed turnarounds including Catapult, AMA Group and MotorCycle Holdings. 2025 financial year 3697 $1.8B3769 $4.2B4194 $2.5B
- Brown Advisory — Mid-Cap Growth Mid-Cap Growth Review and Outlook Mid-Cap Growth Strategy exited Fair Isaac and Equifax amid FHFA pressure, while selling CoStar, Insulet and Parsons on weakening or riskier fundamentals. It added Lumentum, ATI, Rocket Lab and Plexus after sector pullbacks, backing AI optical demand, aerospace materials scarcity, space systems and specialized electronics manufacturing. third quarter 2026 ATI $25BFICO $15BFTAI $18B
- Value Line Funds Value Line Small Cap Opportunities Fund Portfolio Manager Q&A Value Line Small Cap Opportunities Fund retained its quality-focused process as speculative AI and biotechnology shares led the small-cap market. The fund added Old Republic, The New York Times, Murphy USA and Ryder System, while exiting Acuity Brands, Wingstop, American States Water and Churchill Downs to concentrate capital in higher-conviction ideas. 2nd Quarter 2026 —
- Value Line Funds 1st Quarter 2026 Portfolio Manager Q&A Value Line Small Cap Opportunities Fund attributed relative outperformance to industrial stock selection, including Comfort Systems and RBC Bearings, and to underweights in information technology and health care. The fund added to Rush Enterprises, Primerica, Applied Industrial Technologies, GATX and SPX Technologies, while exiting nine positions to fund higher-conviction ideas. 1st Quarter 2026 —
- Value Line Funds 4th Quarter 2025 Portfolio Manager Q&A Value Line Small Cap Opportunities Fund favored companies with consistent operating results as AI enthusiasm widened divergences across sectors and styles. It added Enova International, exited eight stagnant positions with weakening earnings visibility, and retained exposure to semiconductor and industrial businesses benefiting from durable demand drivers. 4th Quarter 2025 —
- Value Line Funds Portfolio Manager Q&A: Value Line Mid Cap Focused Fund (VLIFX/VLMIX) The Value Line Mid Cap Focused Fund added Woodward, RBC Bearings and AutoZone while exiting Watsco, CDW, AptarGroup and Chemed. Fair Isaac, Monolithic Power Systems, Comfort Systems and CACI supported results, while Pool and insurance holdings weighed on the portfolio. 4th Quarter 2025 —
