Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
Holdings Activity Buys Sells    History
Holding/activity history for  Comfort Systems USA, Inc. (FIX)
← All FIX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 48,821 0.21 Reduce 10.25% 0.02 $938.40–1,500.00 · VW $1,274.27i $67,323,671 SEC
2025   Q4 54,395 0.19 Add 42.79% 0.06 $770.47–1,036.67 · VW $938.68i $50,766,310 SEC
2025   Q3 38,094 0.14 Add 26.14% 0.03 $510.00–827.97 · VW $704.29i $31,434,407 SEC
2025   Q2 30,199 0.10 Add 34.47% 0.02 $276.44–541.54 · VW $433.03i $16,193,006 SEC
2025   Q1 22,457 0.06 Add 52.28% 0.02 $303.24–553.09 · VW $394.45i $7,238,565 SEC
2024   Q4 14,747 0.06 Add 10.35% <0.01 $356.80–510.79 · VW $433.38i $6,253,613 SEC
2024   Q3 13,364 0.05 Add 1283.44% 0.05 $272.93–403.07 · VW $334.48i $5,216,637 SEC
2024   Q2 966 <0.01 Reduce 89.51% 0.04 $287.45–352.45 · VW $315.35i $293,780 SEC
2024   Q1 9,210 0.04 Reduce 53.11% 0.04 $194.30–329.43 · VW $274.56i $2,926,109 SEC
2023   Q4 19,643 0.08 Reduce 19.08% 0.02 $151.89–211.61 · VW $191.08i $4,039,976 SEC
2023   Q3 24,275 0.09 Reduce 11.69% 0.01 $153.30–192.33 · VW $176.20i $4,136,703 SEC
2023   Q2 27,487 0.10 Add 152.04% 0.06 $127.09–167.53 · VW $150.28i $4,513,365 SEC
2023   Q1 10,906 0.04 Buy 0.04 $111.28–152.13 · VW $135.72i $1,591,840 SEC
2021   Q4 0 0.00 Sell 100.00% 0.01 $71.04–103.74 · VW $92.88i SEC
2021   Q3 3,678 0.01 Reduce 46.13% 0.01 $67.91–80.63 · VW $74.12i $262,000 SEC
2021   Q2 6,827 0.02 Buy 0.02 $74.84–88.53 · VW $81.33i $538,000 SEC
2020   Q4 0 0.00 Sell 100.00% 0.02 $43.62–58.14 · VW $50.20i SEC
2020   Q3 15,004 0.02 Buy 0.02 $37.37–55.59 · VW $49.93i $773,000 SEC
2019   Q3 0 0.00 Sell 100.00% 0.02 $36.27–53.66 · VW $41.84i SEC
2019   Q2 22,029 0.02 Reduce 6.25% <0.01 $46.85–58.21 · VW $51.70i $1,123,000 SEC
2019   Q1 23,497 0.02 Buy 0.02 $42.82–55.41 · VW $50.19i $1,231,000 SEC
2018   Q4 0 0.00 Sell 100.00% <0.01 $41.14–59.83 · VW $51.68i SEC
2018   Q3 10,396 <0.01 Buy <0.01 $45.05–59.05 · VW $55.59i $586,000 SEC
2016   Q4 0 0.00 Sell 100.00% <0.01 $26.90–35.25 · VW $30.94i SEC
2016   Q3 13,062 <0.01 Reduce 71.82% 0.01 $26.05–33.85 · VW $29.43i $383,000 SEC
2016   Q2 46,358 0.02 Reduce 77.29% 0.06 $29.14–33.76 · VW $31.36i $1,510,000 SEC
2016   Q1 204,142 0.07 Reduce 67.19% 0.13 $24.22–32.43 · VW $28.51i $6,486,000 SEC
2015   Q4 622,207 0.20 Reduce 4.19% <0.01 $26.71–35.00 · VW $30.82i $17,683,000 SEC
2015   Q3 649,386 0.18 Add 849.85% 0.16 $22.64–30.32 · VW $27.31i $17,702,000 SEC
2015   Q2 68,367 0.01 Buy 0.01 $19.96–23.96 · VW $22.13i $1,569,000 SEC
2014   Q4 0 0.00 Sell 100.00% <0.01 $12.63–17.60 · VW $15.30i SEC
2014   Q3 22,337 <0.01 Reduce 56.96% <0.01 $13.28–16.60 · VW $14.71i $303,000 SEC
2014   Q2 51,895 0.01 Reduce 86.23% 0.08 $14.04–17.23 · VW $15.55i $820,000 SEC
2014   Q1 376,861 0.09 Add 17.96% 0.01 $15.21–19.69 · VW $16.62i $5,743,000 SEC
2013   Q4 319,482 0.16 Add 151.00% 0.09 $16.04–20.95 · VW $19.35i $6,195,000 SEC
2013   Q3 127,282 0.07 Add 47.83% 0.02 $14.92–17.22 · VW $15.91i $2,140,000 SEC
2013   Q2 86,100 0.06 Add 9.22% <0.01 $11.66–15.42 · VW $13.87i $1,285,000 SEC
2013   Q1 78,834 0.06 Add 244.57% 0.04 $11.74–14.27 · VW $12.89i $1,111,000 SEC
2012   Q4 22,879 0.02 Buy 0.02 $9.50–12.21 · VW $11.10i $278,000 SEC
Price snapshot:
Current price$1,732.03
Avg. buy price$624.00
+/- since buy177.57%
52-week low$512.84
52-week high$2,073.18