LongEMESep 2026
EMCOR Group, Inc.
Polen added to EMCOR after exiting Rollins, seeing a better use of capital in the specialty contracting business. EMCOR is demonstrating stronger operating momentum and…
EME
Which hedge funds are long EME?
2 published ideas on EMCOR Group, Inc. across 2 funds — 2 long and 0 short.
EMCOR Group hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on EMCOR Group: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongEMEJun 2026
EMCOR Group, Inc.
EMCOR is the largest U.S. mechanical, electrical, and plumbing specialty contractor and is increasingly exposed to data-center and semiconductor-fab construction. Polen sees…