SEC 13F Intelligence

Value Aligned Research Advisors, LLC / FIX

Value Aligned Research Advisors, LLC’s Comfort Sys USA Inc Position

Does Value Aligned Research Advisors, LLC own Comfort Sys USA Inc (FIX)? Yes — 213.6K shares worth $295M (+1.42% of its 13F portfolio) as of Q1 2026, up from 147.0K shares the prior filed quarter.

Position Value
$295M
Q1 2026
Shares
213.6K
% of Portfolio
+1.42%
Quarters Held
3
currently held

Position History FIX

Reported value by quarter
Q3 ’25: $31MQ3 ’25Q4 ’25: $137MQ4 ’25Q1 ’26: $295MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026213.6K$295M+1.42%
Q4 2025147.0K$137M+1.38%
Q3 202537.0K$31M+0.45%

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