SEC 13F Intelligence

Naples Money Management LLC / FIX

Naples Money Management LLC’s Comfort Sys USA Inc Position

Does Naples Money Management LLC own Comfort Sys USA Inc (FIX)? Not currently — the last reported position was 10.6K shares worth $3M in Q1 2024; the fund’s latest 13F (Q3 2024) no longer reports it.

Position Value
$3M
Q1 2024
Shares
10.6K
% of Portfolio
+3.36%
Quarters Held
2
position exited

Position History FIX

Reported value by quarter
Q4 ’23: $2MQ4 ’23Q1 ’24: $3MQ1 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202410.6K$3M+3.36%
Q4 202311.0K$2M+2.12%

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