David Einhorn - DME Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    45
Portfolio value:    $3,190,735,190
Holdings Activity Buys Sells    History
Holding/activity history for  EMCOR Group, Inc. (EME)
← All EME superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2002   Q4 0 0.00 Sell 100.00% 2.58 $11.18–14.54 · VW $12.87i SEC
2002   Q3 1,099,600 2.58 $12.43 $13,663,000 SEC
2002   Q2 1,099,600 3.00 Reduce 7.16% 0.18 $12.98–16.09 · VW $14.61i $16,137,000 SEC
2002   Q1 1,184,400 2.48 Reduce 37.33% 2.60 $10.97–14.93 · VW $12.85i $13,174,000 SEC
2001   Q4 1,890,000 6.97 Reduce 9.66% 0.56 $7.93–12.28 · VW $10.63i $21,452,000 SEC
2001   Q3 2,092,000 5.80 Add 1.75% 0.10 $7.65–11.30 · VW $9.68i $16,684,000 SEC
2001   Q2 2,056,000 6.42 Reduce 16.42% 1.22 $7.47–11.49 · VW $9.50i $18,581,000 SEC
2001   Q1 2,460,000 7.46 Add 23.00% 1.39 $5.94–7.86 · VW $7.21i $18,837,000 SEC
2000   Q4 2,000,000 5.24 Add 78.13% 2.30 $5.67–6.56 · VW $6.22i $12,750,000 SEC
2000   Q3 1,122,800 2.92 Add 3.43% 0.10 $5.56–7.03 · VW $6.18i $7,298,000 SEC
2000   Q1 1,085,600 2.61 Add 25.42% 0.53 $4.20–6.06 · VW $5.13i $5,699,000 SEC
1999   Q4 865,600 2.29 Add 3.59% 0.08 $4.22–5.03 · VW $4.56i $3,949,000 SEC
1999   Q3 835,600 2.73 $4.81 $4,021,000 SEC
1999   Q2 835,600 3.74 Reduce 23.73% 0.94 $4.13–6.50 · VW $5.65i $5,261,000 SEC
1999   Q1 1,095,600 3.96 $4.30 $4,708,000 SEC
Price snapshot:
Current price$764.90
52-week low$539.21
52-week high$951.96