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EME position history

The shares of Emcor (EME) that Value Aligned Research Advisors, LLC reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2025 Q3: 45,812 shares, $30M, 0.39% of portfolio, New
  2. 2025 Q4: 111,108 shares, $68M, 0.68% of portfolio, Add +142.5%
  3. 2026 Q1: 223,521 shares, $165M, 0.80% of portfolio, Add +101.2%
  4. 2026 Q2: 349,960 shares, $290M, 0.72% of portfolio, Add +56.6%
Holdings date Value % of holdings Shares Filing date All 13F holders