SEC 13F Intelligence

Cowa, LLC / FIX

Cowa, LLC’s Comfort Sys USA Inc Position

Does Cowa, LLC own Comfort Sys USA Inc (FIX)? Yes — 12.0K shares worth $17M (+4.47% of its 13F portfolio) as of Q1 2026, down from 13.7K shares the prior filed quarter.

Position Value
$17M
Q1 2026
Shares
12.0K
% of Portfolio
+4.47%
Quarters Held
12
currently held

Position History FIX

Reported value by quarter
Q4 ’20: $4,000Q4 ’20Q1 ’21: $21,000Q3 ’22: $0Q3 ’22Q1 ’24: $1MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $3MQ2 ’25: $6MQ2 ’25Q3 ’25: $12MQ4 ’25: $13MQ4 ’25Q1 ’26: $17Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.0K$17M+4.47%
Q4 202513.7K$13M+3.89%
Q3 202514.0K$12M+3.82%
Q2 202511.9K$6M+2.44%
Q1 202510.4K$3M+1.43%
Q4 20245.3K$2M+1.04%
Q3 20246.4K$2M+1.18%
Q2 20247.5K$2M+1.21%
Q1 20243.7K$1M+0.69%
Q3 20221$00.00%
Q1 2021268$21,000+0.01%
Q4 202076$4,0000.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cowa, LLC’s full portfolio or all institutional holders of FIX.