Polymer Capital Management’s Emcor EME Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$360K	Sell	673 -480	-42%	-$257K	0.04%	335
2025 Q1	$426K	Buy	1,153 +646	+127%	+$239K	0.11%	234
2024 Q4	$230K	Buy	+507	New	+$230K	0.06%	221