Tannin Capital’s Emcor EME Stock Holding History

Tannin Capital’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	$1.19M	Sell	1,435 -106	-7%	-$89.7K	0.78%	38
2026 Q1	$1.14M	Sell	1,541 -38	-2%	-$27.7K	0.83%	36
2025 Q4	$966K	Buy	+1,579	New	+$1.02M	0.86%	36

Other funds holding EME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Tannin Capital's EME Position: Q2 2026 in Review

Tannin Capital reduced its Emcor (EME) stake by 6.9% in Q2 2026, selling an estimated $89.7K and leaving 1,435 shares worth $1.19M. The position accounts for 0.78% of the portfolio, ranked #38.

Tannin Capital first reported a position in EME in Q4 2025 and has held it in 3 quarters since. 1,244 funds tracked by Wall St. Rank hold EME as of Q2 2026.

Tannin Capital held 1,435 shares of Emcor worth $1.19M as of Q2 2026.
Tannin Capital sold 106 Emcor shares in Q2 2026, an estimated $89.7K.
Emcor made up 0.78% of Tannin Capital's portfolio in Q2 2026, its #38 holding.
Tannin Capital first reported a position in Emcor in Q4 2025 and has held it in 3 quarters since.
1,244 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Tannin Capital's 13F filing for Q2 2026, filed 4 Aug 2026.