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 Q2	–	Sell	-5,224	Closed	-$3.86M	–	155
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 $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 $3.38T AUM 44.17% 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

Waratah Capital Advisors's EME Position: Q2 2026 in Review

Waratah Capital Advisors sold out of Emcor (EME) in Q2 2026, closing a stake of 5,224 shares — an estimated $3.86M sold.

Waratah Capital Advisors first reported a position in EME in Q3 2023 and held it in 5 quarters. The position peaked at $9.63M in Q3 2025. 1,251 funds tracked by Wall St. Rank hold EME as of Q2 2026.

Waratah Capital Advisors reported no remaining Emcor position as of Q2 2026 after selling out during the quarter.
Waratah Capital Advisors sold 5,224 Emcor shares in Q2 2026, an estimated $3.86M.
Waratah Capital Advisors first reported a position in Emcor in Q3 2023 and held it in 5 quarters.
Waratah Capital Advisors's Emcor position peaked at $9.63M in Q3 2025.
1,251 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Waratah Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.