Hedge Fund - Value Holdings LP

13F Holdings

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Last updated on January 13, 2026, 3:09pm based on SEC 13F filings Last update: January 13, 2026, 3:09pm

No.	Security	Ticker	Shares	Value	Activity	% Port
1.	Emcor Group Inc.	EME	99,670	$60,977	-12%	10.2%
2.	Rollins Inc	ROL	939,170	$56,369		9.43%
3.	Primoris Services Corp	PRIM	429,675	$53,340	-5%	8.92%
4.	Westinghouse Air Brake Technologies Corp	WAB	232,900	$49,713		8.32%
5.	Mks Inc	MKSI	297,714	$47,575		7.96%