Applied Finance Capital Management, LLC

Position in PWR — Quanta Services, Inc.

CIK 1966007 SAN JUAN, PR

Position in PWR

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$20,891,960

-$1,173,153 QoQ

Shares Held

29,015

-27.8% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

1.58%

of 13F equity value

Holder Rank

#308

of 1,914 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Industrials · as of Jun 30, 2026

Applied Finance Capital Management, LLC holds $22,881,280 across 3 Engineering & Construction names. PWR ranks #1 (91.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PWR	Quanta Services, Inc. This page	29,015	$20,891,960
2	FIX	Comfort Systems USA Inc	670	$1,327,906
3	EME	EMCOR Group, Inc.	797	$661,414

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,891,960	29,015	-27.8%	Shares	Sole	2026-07-28
2026-03-31	$22,065,113	40,190	-9.0%	Shares	Sole	2026-05-04
2025-12-31	$18,634,371	44,151	-11.0%	Shares	Sole	2026-02-05
2025-09-30	$20,556,889	49,604	-29.5%	Shares	Sole	2025-11-06
2025-06-30	$26,598,306	70,351	+20.2%	Shares	Sole	2025-07-29
2025-03-31	$14,881,222	58,546	-58.9%	Shares	Sole	2025-05-07
2024-12-31	$45,006,468	142,403	-1.7%	Shares	Sole	2025-02-13
2024-09-30	$43,174,803	144,809	-0.3%	Shares	Sole	2024-11-08
2024-06-30	$36,890,056	145,185	+34.5%	Shares	Sole	2024-07-31
2024-03-31	$28,047,488	107,958	+13.7%	Shares	Sole	2024-05-07
2023-12-31	$20,493,231	94,964	+11.3%	Shares	Sole	2024-02-08
2023-09-30	$15,966,985	85,353	-2.1%	Shares	Sole	2023-11-08
2023-06-30	$17,118,653	87,140	+4.7%	Shares	Sole	2023-08-14
2023-03-31	$13,870,946	83,239	+0.9%	Shares	Sole	2023-05-12
2022-12-31	$11,750,407	82,459	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.