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Southeast Asset Advisors’s Emcor EME Stock Holding History

Southeast Asset Advisors’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
Q1 		$3.34M Buy
4,530
+866
+24% +$630K 0.37% 45
2025
Q4 		$2.24M Sell
3,664
-711
-16% -$460K 0.21% 76
2025
Q3 		$2.84M Sell
4,375
-59
-1% -$35.8K 0.31% 58
2025
Q2 		$2.37M Buy
4,434
+3
+0.1% +$1.32K 0.28% 58
2025
Q1 		$1.64M Sell
4,431
-995
-18% -$430K 0.2% 66
2024
Q4 		$2.46M Buy
5,426
+608
+13% +$288K 0.3% 52
2024
Q3 		$2.07M Buy
4,818
+954
+25% +$360K 0.23% 60
2024
Q2 		$1.41M Buy
3,864
+1,950
+102% +$719K 0.17% 71
2024
Q1 		$670K Buy
+1,914
New +$514K 0.08% 104

Other funds holding EME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Southeast Asset Advisors's EME Position: Q1 2026 in Review

Southeast Asset Advisors increased its Emcor (EME) stake by 24% in Q1 2026, buying an estimated $630K and bringing the position to 4,530 shares worth $3.34M. The position accounts for 0.37% of the portfolio, ranked #45.

Southeast Asset Advisors first reported a position in EME in Q1 2024 and has held it in 9 quarters since. 1,158 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Southeast Asset Advisors held 4,530 shares of Emcor worth $3.34M as of Q1 2026.
  • Southeast Asset Advisors bought 866 Emcor shares in Q1 2026, an estimated $630K.
  • Emcor made up 0.37% of Southeast Asset Advisors's portfolio in Q1 2026, its #45 holding.
  • Southeast Asset Advisors first reported a position in Emcor in Q1 2024 and has held it in 9 quarters since.
  • 1,158 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Southeast Asset Advisors's 13F filing for Q1 2026, filed 13 May 2026.