Miura Global Management’s Emcor EME Stock Holding History

Miura Global 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 Q1	–	Sell	-4,000	Closed	-$1.82M	–	26
2024 Q4	$1.82M	Sell	4,000 -4,000	-50%	-$1.89M	1.98%	21
2024 Q3	$3.44M	Sell	8,000 -2,000	-20%	-$755K	3.96%	10
2024 Q2	$3.65M	Sell	10,000 -4,000	-29%	-$1.48M	3.56%	13
2024 Q1	$4.9M	Buy	+14,000	New	+$3.76M	4.18%	10

Other funds holding EME

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Miura Global Management's EME Position: Q1 2025 in Review

Miura Global Management sold out of Emcor (EME) in Q1 2025, closing a stake of 4,000 shares — an estimated $1.82M sold.

Miura Global Management first reported a position in EME in Q1 2024 and held it in 4 quarters. The position peaked at $4.9M in Q1 2024. 874 funds tracked by Wall St. Rank hold EME as of Q1 2025.

Miura Global Management reported no remaining Emcor position as of Q1 2025 after selling out during the quarter.
Miura Global Management sold 4,000 Emcor shares in Q1 2025, an estimated $1.82M.
Miura Global Management first reported a position in Emcor in Q1 2024 and held it in 4 quarters.
Miura Global Management's Emcor position peaked at $4.9M in Q1 2024.
874 funds tracked by Wall St. Rank held Emcor as of Q1 2025.

Based on Miura Global Management's 13F filing for Q1 2025, filed 15 May 2025.