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…
EME
Which hedge funds are long EME?
2 published ideas on EMCOR Group, Inc. across 1 fund — 2 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on EMCOR Group, Inc.: the full 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…