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Burgundy Asset Management’s Emcor EME Stock Holding History

Burgundy Asset Management’s Portfolio EME Stock Details EME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$275M Sell
443,982
-86,475
-16% -$52.5M 2.6% 4
2025
Q2 		$284M Buy
530,457
+14,935
+3% +$6.59M 2.76% 3
2025
Q1 		$191M Buy
515,522
+33,069
+7% +$14.3M 1.97% 14
2024
Q4 		$219M Buy
482,453
+7,799
+2% +$3.69M 2.21% 9
2024
Q3 		$204M Buy
474,654
+11,390
+2% +$4.3M 2.02% 12
2024
Q2 		$169M Sell
463,264
-228,117
-33% -$84.2M 1.78% 18
2024
Q1 		$242M Buy
691,381
+11,479
+2% +$3.08M 2.5% 9
2023
Q4 		$146M Buy
679,902
+25,241
+4% +$5.3M 1.62% 18
2023
Q3 		$138M Buy
654,661
+7,953
+1% +$1.66M 1.69% 20
2023
Q2 		$119M Sell
646,708
-21,973
-3% -$3.68M 1.41% 26
2023
Q1 		$109M Buy
668,681
+520
+0.1% +$80K 1.34% 28
2022
Q4 		$99M Sell
668,161
-2,679
-0.4% -$380K 1.28% 32
2022
Q3 		$77.5M Sell
670,840
-17,063
-2% -$1.95M 1.08% 34
2022
Q2 		$70.8M Buy
687,903
+13,640
+2% +$1.46M 0.89% 42
2022
Q1 		$75.9M Sell
674,263
-2,555
-0.4% -$301K 0.81% 45
2021
Q4 		$86.2M Buy
676,818
+8,657
+1% +$1.07M 0.84% 45
2021
Q3 		$77.1M Buy
668,161
+15,995
+2% +$1.92M 0.76% 49
2021
Q2 		$80.3M Buy
652,166
+460,085
+240% +$56.1M 0.78% 49
2021
Q1 		$21.5M Buy
192,081
+397
+0.2% +$39.8K 0.22% 74
2020
Q4 		$17.5M Buy
+191,684
New +$15.4M 0.19% 74

Other funds holding EME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Burgundy Asset Management's EME Position: Q3 2025 in Review

Burgundy Asset Management reduced its Emcor (EME) stake by 16% in Q3 2025, selling an estimated $52.5M and leaving 443,982 shares worth $275M. The position accounts for 2.6% of the portfolio, ranked #4.

Burgundy Asset Management first reported a position in EME in Q4 2020 and has held it in 20 quarters since. The position peaked at $284M in Q2 2025. 1,065 funds tracked by Wall St. Rank hold EME as of Q3 2025.

  • Burgundy Asset Management held 443,982 shares of Emcor worth $275M as of Q3 2025.
  • Burgundy Asset Management sold 86,475 Emcor shares in Q3 2025, an estimated $52.5M.
  • Emcor made up 2.6% of Burgundy Asset Management's portfolio in Q3 2025, its #4 holding.
  • Burgundy Asset Management first reported a position in Emcor in Q4 2020 and has held it in 20 quarters since.
  • Burgundy Asset Management's Emcor position peaked at $284M in Q2 2025.
  • 1,065 funds tracked by Wall St. Rank held Emcor as of Q3 2025.

Based on Burgundy Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.