Oak Thistle LLC

Position in EME — EMCOR Group, Inc.

CIK 1755987 NEW YORK, NY

Position in EME

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,212,454

-$1,488,333 QoQ

Shares Held

1,461

-64.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#558

of 1,231 holders

Holding Since

Sep 2023

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Oak Thistle LLC holds $8,359,566 across 6 Engineering & Construction names. EME ranks #3 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ACM	Aecom	41,177	$2,874,154
2	APG	APi Group Corp	57,201	$2,422,462
3	EME	EMCOR Group, Inc. This page	1,461	$1,212,454
4	FIX	Comfort Systems USA Inc	415	$822,509
5	MTZ	Mastec Inc	1,541	$641,148
6	KBR	Kbr, Inc.	11,203	$386,839

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,212,454	1,461	-64.9%	Shares	Sole	2026-07-21
2025-09-30	$2,700,787	4,158	-50.8%	Shares	Sole	2025-10-07
2025-03-31	$3,125,221	8,455	+860.8%	Shares	Sole	2025-05-06
2024-09-30	$378,866	880	-44.4%	Shares	Sole	2024-11-12
2024-06-30	$577,556	1,582	+50.1%	Shares	Sole	2024-08-06
2024-03-31	$369,110	1,054	-88.5%	Shares	Sole	2024-04-18
2023-12-31	$1,976,570	9,175	+14.5%	Shares	Sole	2024-01-22
2023-09-30	$1,685,434	8,011	—	Shares	Sole	2023-10-18
No filing history on record for this holder in this stock.