Waratah Capital Advisors’s Emcor EME Stock Holding History

Waratah Capital 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	$3.86M	Buy	+5,224	New	+$3.8M	0.15%	84
2025 Q4	–	Sell	-14,822	Closed	-$9.63M	–	179
2025 Q3	$9.63M	Buy	14,822 +7,549	+104%	+$4.58M	0.17%	82
2025 Q2	$3.89M	Buy	+7,273	New	+$3.21M	0.1%	112
2024 Q1	–	Sell	-8,715	Closed	-$1.88M	–	168
2023 Q4	$1.88M	Buy	8,715 +2,958	+51%	+$621K	0.04%	98
2023 Q3	$1.21M	Buy	+5,757	New	+$1.2M	0.02%	137

Other funds holding EME

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Waratah Capital Advisors's EME Position: Q1 2026 in Review

Waratah Capital Advisors opened a new position in Emcor (EME) in Q1 2026: 5,224 shares worth $3.86M. The stake represents 0.15% of the portfolio and ranks #84 among its holdings. This is a return to the name: Waratah Capital Advisors previously reported a position in EME as recently as Q3 2025.

Waratah Capital Advisors first reported a position in EME in Q3 2023 and has held it in 5 quarters since. The position peaked at $9.63M in Q3 2025. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

Waratah Capital Advisors held 5,224 shares of Emcor worth $3.86M as of Q1 2026.
Emcor was a new Waratah Capital Advisors position in Q1 2026.
Emcor made up 0.15% of Waratah Capital Advisors's portfolio in Q1 2026, its #84 holding.
Waratah Capital Advisors first reported a position in Emcor in Q3 2023 and has held it in 5 quarters since.
Waratah Capital Advisors's Emcor position peaked at $9.63M in Q3 2025.
1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Waratah Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.