Select Equity Group’s Emcor EME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$348M Sell
419,806
-136,043
-24% -$115M 1.72% 20
2026
Q1
$410M Buy
555,849
+93,344
+20% +$67.9M 2.1% 16
2025
Q4
$283M Sell
462,505
-273,264
-37% -$177M 1.22% 28
2025
Q3
$478M Sell
735,769
-171,086
-19% -$104M 1.97% 22
2025
Q2
$485M Sell
906,855
-126,158
-12% -$55.7M 2.03% 21
2025
Q1
$382M Sell
1,033,013
-30,990
-3% -$13.4M 1.65% 22
2024
Q4
$483M Buy
1,064,003
+16,563
+2% +$7.84M 1.92% 18
2024
Q3
$451M Sell
1,047,440
-119,700
-10% -$45.2M 1.62% 23
2024
Q2
$426M Sell
1,167,140
-194,999
-14% -$71.9M 1.68% 20
2024
Q1
$477M Buy
1,362,139
+1,075,261
+375% +$289M 1.69% 20
2023
Q4
$61.8M Buy
286,878
+226,964
+379% +$47.6M 0.22% 71
2023
Q3
$12.6M Buy
+59,914
New +$12.5M 0.05% 112

Other funds holding EME

Select Equity Group's EME Position: Q2 2026 in Review

Select Equity Group reduced its Emcor (EME) stake by 24% in Q2 2026, selling an estimated $115M and leaving 419,806 shares worth $348M. The position accounts for 1.72% of the portfolio, ranked #20.

Select Equity Group first reported a position in EME in Q3 2023 and has held it in 12 quarters since. The position peaked at $485M in Q2 2025. 1,244 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Select Equity Group held 419,806 shares of Emcor worth $348M as of Q2 2026.
  • Select Equity Group sold 136,043 Emcor shares in Q2 2026, an estimated $115M.
  • Emcor made up 1.72% of Select Equity Group's portfolio in Q2 2026, its #20 holding.
  • Select Equity Group first reported a position in Emcor in Q3 2023 and has held it in 12 quarters since.
  • Select Equity Group's Emcor position peaked at $485M in Q2 2025.
  • 1,244 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Select Equity Group's 13F filing for Q2 2026, filed 14 Aug 2026.