Hedge Fund - Value Holdings LP

13F Holdings

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Last updated on October 09, 2025, 3:04pm based on SEC 13F filings Last update: October 09, 2025, 3:04pm

No.	Security	Ticker	Shares	Value	Activity	% Port
1.	Emcor Group Inc.	EME	112,670	$73,184		11.73%
2.	Primoris Services Corp	PRIM	448,675	$61,616	-3%	9.88%
3.	Rollins Inc	ROL	939,170	$55,167		8.84%
4.	Westinghouse Air Brake Technologies Corp	WAB	232,900	$46,690		7.48%
5.	Mks Inc	MKSI	297,714	$36,848		5.91%