VARA
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Value Aligned Research Advisors’s Emcor EME Stock Holding History

Value Aligned Research 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
Q2 		$290M Buy
349,960
+126,439
+57% +$107M 0.72% 34
2026
Q1 		$165M Buy
223,521
+112,413
+101% +$81.8M 0.8% 29
2025
Q4 		$68M Buy
111,108
+83,929
+309% +$54.3M 0.68% 38
2025
Q3 		$17.7M Buy
+27,179
New +$16.5M 0.22% 53

Other funds holding EME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Value Aligned Research Advisors's EME Position: Q2 2026 in Review

Value Aligned Research Advisors increased its Emcor (EME) stake by 57% in Q2 2026, buying an estimated $107M and bringing the position to 349,960 shares worth $290M. The position accounts for 0.72% of the portfolio, ranked #34.

Value Aligned Research Advisors first reported a position in EME in Q3 2025 and has held it in 4 quarters since. 1,246 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Value Aligned Research Advisors held 349,960 shares of Emcor worth $290M as of Q2 2026.
  • Value Aligned Research Advisors bought 126,439 Emcor shares in Q2 2026, an estimated $107M.
  • Emcor made up 0.72% of Value Aligned Research Advisors's portfolio in Q2 2026, its #34 holding.
  • Value Aligned Research Advisors first reported a position in Emcor in Q3 2025 and has held it in 4 quarters since.
  • 1,246 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Value Aligned Research Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.