Value Aligned Research Advisors, LLC

Position in EME — EMCOR Group, Inc.

CIK 1963565 PRINCETON, NJ

Position in EME

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$165,027,789

+$97,053,026 QoQ

Shares Held

223,521

+101.2% QoQ

Ownership

0.503%

of shares outstanding

% of Portfolio

2.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

Value Aligned Research Advisors, LLC holds $513,467,976 across 4 Engineering & Construction names. EME ranks #2 (32.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FIX	Comfort Systems USA Inc	213,637	$294,603,286
2	EME	EMCOR Group, Inc. This page	223,521	$165,027,789
3	STRL	Sterling Infrastructure, Inc.	89,472	$36,439,261
4	LGN	Legence Corp.	308,141	$17,397,640

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$165,027,789	223,521	+101.2%	Shares	Sole	2026-05-18
2025-12-31	$67,974,763	111,108	+308.8%	Shares	Sole	2026-02-17
2025-09-30	$17,653,847	27,179	—	Shares	Sole	2025-12-03
No filing history on record for this holder in this stock.