Hill City Capital’s Emcor EME Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-100,000	Closed	-$21M	–	21
2023 Q3	$21M	Hold	100,000	–	–	2.82%	12
2023 Q2	$18.5M	Hold	100,000	–	–	2.83%	11
2023 Q1	$16.3M	Hold	100,000	–	–	3.19%	11
2022 Q4	$14.8M	Buy	+100,000	New	+$14.8M	2.58%	11