In a notable portfolio adjustment, SIR Capital Management significantly increased its investment in Comfort Systems USA (FIX), a provider of mechanical and electrical contracting services. The firm boosted its holdings by over 388%, from 900 to 4,390 shares, raising the position's reported value to $8.71 million. This change also increased the stock's weight in the investor's portfolio to 1.00%.
This trade was disclosed in a regulatory filing on August 14, 2026, but reflects investment activity that occurred during the second quarter, which ended June 30. During that same period, Comfort Systems reported record financial results, with revenues climbing 50% year-over-year to $3.27 billion and its project backlog hitting a record $14.1 billion, driven partly by demand for data centers.