TwinBeech Capital’s Emcor EME Stock Holding History

TwinBeech 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	$275K	Buy	+331	New	+$280K	0.05%	302
2025 Q2	–	Sell	-22,598	Closed	-$8.35M	–	736
2025 Q1	$8.35M	Buy	22,598 +22,125	+4,678%	+$9.57M	0.15%	172
2024 Q4	$215K	Buy	+473	New	+$224K	﹤0.01%	556
2024 Q3	–	Sell	-22,597	Closed	-$8.25M	–	729
2024 Q2	$8.25M	Buy	+22,597	New	+$8.34M	0.16%	159
2024 Q1	–	Sell	-94,378	Closed	-$20.3M	–	630
2023 Q4	$20.3M	Buy	94,378 +7,907	+9%	+$1.66M	0.33%	86
2023 Q3	$18.2M	Buy	86,471 +48,171	+126%	+$10.1M	0.35%	78
2023 Q2	$7.08M	Buy	+38,300	New	+$6.41M	0.14%	186
2023 Q1	–	Sell	-4,906	Closed	-$727K	–	696
2022 Q4	$727K	Buy	+4,906	New	+$696K	0.01%	551
2020 Q4	–	Sell	-7,889	Closed	-$534K	–	474
2020 Q3	$534K	Buy	+7,889	New	+$547K	0.12%	248

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

TwinBeech Capital's EME Position: Q2 2026 in Review

TwinBeech Capital opened a new position in Emcor (EME) in Q2 2026: 331 shares worth $275K. The stake represents 0.05% of the portfolio and ranks #302 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in EME as recently as Q1 2025.

TwinBeech Capital first reported a position in EME in Q3 2020 and has held it in 9 quarters since. The position peaked at $20.3M in Q4 2023. 1,249 funds tracked by Wall St. Rank hold EME as of Q2 2026.

TwinBeech Capital held 331 shares of Emcor worth $275K as of Q2 2026.
Emcor was a new TwinBeech Capital position in Q2 2026.
Emcor made up 0.05% of TwinBeech Capital's portfolio in Q2 2026, its #302 holding.
TwinBeech Capital first reported a position in Emcor in Q3 2020 and has held it in 9 quarters since.
TwinBeech Capital's Emcor position peaked at $20.3M in Q4 2023.
1,249 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.