SEC 13F Intelligence

Sierra Legacy Group / FIX

Sierra Legacy Group’s Comfort Sys USA Inc Position

Does Sierra Legacy Group own Comfort Sys USA Inc (FIX)? Yes — 1.2K shares worth $2M (+1.24% of its 13F portfolio) as of Q1 2026, down from 1.5K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
1.2K
% of Portfolio
+1.24%
Quarters Held
5
currently held

Position History FIX

Reported value by quarter
Q1 ’25: $338,447Q1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $1MQ3 ’25Q4 ’25: $1MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.2K$2M+1.24%
Q4 20251.5K$1M+1.05%
Q3 20251.5K$1M+0.94%
Q2 20252.2K$1M+0.93%
Q1 20251.1K$338,447+0.31%

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