Martin Whitman - Third Avenue Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    53
Portfolio value:    $616,036,133
Holdings Activity Buys Sells    History
Holding/activity history for  Comfort Systems USA Inc. (FIX)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2024   Q1 0 0.00 Sell 100.00% 0.66 SEC
2023   Q4 19,434 0.66 Reduce 24.39% 0.19 $205.67 $3,996,991 SEC
2023   Q3 25,704 0.76 $176.47 $4,535,985 SEC
2023   Q2 25,704 0.70 Reduce 11.06% 0.08 $164.20 $4,220,597 SEC
2023   Q1 28,902 0.72 $145.96 $4,218,536 SEC
2022   Q4 28,902 0.58 Reduce 31.83% 0.26 $115.08 $3,326,042 SEC
2022   Q3 42,400 0.81 $97.33 $4,127,000 SEC
2022   Q2 42,400 0.63 $83.16 $3,526,000 SEC
2022   Q1 42,400 0.51 Reduce 19.07% 0.13 $89.03 $3,775,000 SEC
2021   Q4 52,390 0.68 $98.95 $5,184,000 SEC
2021   Q3 52,390 0.50 $71.33 $3,737,000 SEC
2021   Q2 52,390 0.55 $78.79 $4,128,000 SEC
2021   Q1 52,390 0.52 $74.79 $3,918,000 SEC
2020   Q4 52,390 0.39 $52.66 $2,759,000 SEC
2020   Q3 52,390 0.38 Reduce 63.60% 0.52 $51.52 $2,699,000 SEC
2020   Q2 143,925 0.82 Add 6.90% 0.05 $40.75 $5,865,000 SEC
2020   Q1 134,629 0.73 $36.55 $4,921,000 SEC
2019   Q4 134,629 0.66 $49.86 $6,712,000 SEC
2019   Q3 134,629 0.54 Add 19.00% 0.09 $44.23 $5,955,000 SEC
2019   Q2 113,130 0.48 $50.99 $5,769,000 SEC
2019   Q1 113,130 0.44 $50.10 $5,668,000 SEC
2018   Q4 113,130 0.40 $43.68 $4,942,000 SEC
2018   Q3 113,130 0.36 Reduce 16.01% 0.05 $56.40 $6,381,000 SEC
2018   Q2 134,697 0.31 $45.81 $6,170,000 SEC
2018   Q1 134,697 0.28 $41.26 $5,557,000 SEC
2017   Q4 134,697 0.28 Reduce 20.52% 0.06 $43.65 $5,880,000 SEC
2017   Q3 169,475 0.28 Add 5.02% 0.01 $35.70 $6,051,000 SEC
2017   Q2 161,375 0.27 $37.11 $5,988,000 SEC
2017   Q1 161,375 0.28 $36.65 $5,914,000 SEC
2016   Q4 161,375 0.25 Reduce 0.42% <0.01 $33.30 $5,374,000 SEC
2016   Q3 162,058 0.22 Buy 0.22 $29.31 $4,750,000 SEC