What Makes EMCOR (EME) an Investment Choice?
Bristol Gate Capital Partners, an investment management company, published its Q2 2026 investor letter for the “US Equity Strategy”. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Running Oak Capital Seth Cogswell | 12,867 | $10,678,066 | -39% | 1.82% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $357.17 | 2 | $546.47 | 5,489 | 2024-04-30 | Filing | |
| $228.11 | 0 | $57.03 | 5,649 | 2024-01-31 | Filing | |
| $58.52 | 1,000 | $58,520.00 | 27,973 | 2020-03-12 | Filing | |
| $70.90 | 14 | $1,001.11 | 16,379 | 2017-01-30 | Filing | |
| $56.30 | 18 | $999.89 | 16,365 | 2016-10-28 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $844.50 | 950 | $802,275.00 | 17,278 | 2026-06-17 | Filing | |
| $925.78 | 2,000 | $1,851,560.00 | 10,149 | 2026-05-11 | Filing | |
| $895.00 | 2,500 | $2,237,500.00 | 33,616 | 2026-05-01 | Filing | |
| $894.27 | 675 | $603,632.25 | 4,216 | 2026-04-30 | Filing | |
| $856.43 | 800 | $685,144.00 | 18,157 | 2026-04-30 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 175,796 | $145,889,585 | 0.13% | |
| 2. | 105,097 | $87,217,686 | 0.54% | |
| 3. | 98,258 | $81,542,349 | 0.05% | |
| 4. | 65,460 | $54,323,945 | 0.87% | |
| 5. | 59,774 | $49,605,248 | 1.63% |