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Orbis Allan Gray’s Emcor EME Stock Holding History

Orbis Allan Gray’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
2026
Q2 		$52.1M Buy
62,764
+1,637
+3% +$1.38M 0.18% 71
2026
Q1 		$45.1M Buy
61,127
+8,444
+16% +$6.15M 0.19% 68
2025
Q4 		$32.2M Sell
52,683
-6,923
-12% -$4.48M 0.14% 74
2025
Q3 		$38.7M Buy
59,606
+12,836
+27% +$7.79M 0.17% 64
2025
Q2 		$25M Buy
46,770
+17,833
+62% +$7.87M 0.12% 66
2025
Q1 		$10.7M Buy
+28,937
New +$12.5M 0.06% 75

Other funds holding EME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Orbis Allan Gray's EME Position: Q2 2026 in Review

Orbis Allan Gray increased its Emcor (EME) stake by 2.7% in Q2 2026, buying an estimated $1.38M and bringing the position to 62,764 shares worth $52.1M. The position accounts for 0.18% of the portfolio, ranked #71.

Orbis Allan Gray first reported a position in EME in Q1 2025 and has held it in 6 quarters since. 1,240 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Orbis Allan Gray held 62,764 shares of Emcor worth $52.1M as of Q2 2026.
  • Orbis Allan Gray bought 1,637 Emcor shares in Q2 2026, an estimated $1.38M.
  • Emcor made up 0.18% of Orbis Allan Gray's portfolio in Q2 2026, its #71 holding.
  • Orbis Allan Gray first reported a position in Emcor in Q1 2025 and has held it in 6 quarters since.
  • 1,240 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Orbis Allan Gray's 13F filing for Q2 2026, filed 14 Aug 2026.