Martin Whitman - Third Avenue Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    53
Portfolio value:    $616,036,133
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
2023   Q2 0 0.00 Sell 100.00% 0.91 $151.52–185.66 · VW $171.69i SEC
2023   Q1 32,597 0.91 $162.59 $5,299,946 SEC
2022   Q4 32,597 0.84 Reduce 28.81% 0.30 $115.84–156.67 · VW $144.50i $4,827,942 SEC
2022   Q3 45,788 1.04 $115.49 $5,288,000 SEC
2022   Q2 45,788 0.84 $102.97 $4,715,000 SEC
2022   Q1 45,788 0.70 $112.65 $5,158,000 SEC
2021   Q4 45,788 0.77 $127.39 $5,833,000 SEC
2021   Q3 45,788 0.71 $115.40 $5,284,000 SEC
2021   Q2 45,788 0.75 $123.20 $5,641,000 SEC
2021   Q1 45,788 0.68 $112.17 $5,136,000 SEC
2020   Q4 45,788 0.59 $91.47 $4,188,000 SEC
2020   Q3 45,788 0.43 $67.73 $3,101,000 SEC
2020   Q2 45,788 0.42 $66.15 $3,029,000 SEC
2020   Q1 45,788 0.42 Reduce 34.63% 0.21 $41.85–90.84 · VW $70.56i $2,808,000 SEC
2019   Q4 70,044 0.60 Reduce 14.69% 0.09 $81.65–93.54 · VW $88.07i $6,045,000 SEC
2019   Q3 82,107 0.64 $86.13 $7,072,000 SEC
2019   Q2 82,107 0.61 $88.10 $7,234,000 SEC
2019   Q1 82,107 0.52 $81.73 $6,711,000 SEC
2018   Q4 82,107 0.40 $59.69 $4,901,000 SEC
2018   Q3 82,107 0.35 $75.12 $6,168,000 SEC
2018   Q2 82,107 0.31 $76.18 $6,255,000 SEC
2018   Q1 82,107 0.33 $77.93 $6,399,000 SEC
2017   Q4 82,107 0.32 $81.76 $6,713,000 SEC
2017   Q3 82,107 0.26 $69.39 $5,697,000 SEC
2017   Q2 82,107 0.24 $65.39 $5,369,000 SEC
2017   Q1 82,107 0.24 Reduce 6.28% 0.02 $59.76–72.88 · VW $64.84i $5,169,000 SEC
2016   Q4 87,607 0.29 Reduce 31.12% 0.11 $55.10–73.44 · VW $65.33i $6,199,000 SEC
2016   Q3 127,187 0.36 $59.62 $7,583,000 SEC
2016   Q2 127,187 0.29 $49.26 $6,265,000 SEC
2016   Q1 127,187 0.24 Reduce 10.71% 0.02 $40.98–49.05 · VW $45.89i $6,181,000 SEC
2015   Q4 142,448 0.23 Reduce 14.65% 0.03 $42.85–52.37 · VW $48.38i $6,843,000 SEC
2015   Q3 166,899 0.21 Reduce 13.60% 0.03 $43.42–48.89 · VW $46.13i $7,385,000 SEC
2015   Q2 193,169 0.24 Reduce 21.54% 0.06 $43.74–48.84 · VW $46.03i $9,228,000 SEC
2015   Q1 246,200 0.30 Add 0.04% <0.01 $39.83–47.20 · VW $43.94i $11,441,000 SEC
2014   Q4 246,113 0.29 Reduce 68.20% 0.47 $38.68–45.87 · VW $43.22i $10,950,000 SEC
2014   Q3 773,946 0.69 Reduce 4.97% 0.04 $39.96–46.04 · VW $42.12i $30,927,000 SEC
2014   Q2 814,436 0.74 Reduce 13.03% 0.12 $43.41–48.00 · VW $45.40i $36,267,000 SEC
2014   Q1 936,449 0.90 Reduce 31.64% 0.36 $40.12–47.81 · VW $44.63i $43,816,000 SEC
2013   Q4 1,369,960 1.13 Add 12.71% 0.13 $36.26–42.61 · VW $39.42i $58,141,000 SEC
2013   Q3 1,215,455 0.97 Add 15.00% 0.13 $37.19–43.98 · VW $39.96i $47,561,000 SEC
2013   Q2 1,056,875 0.91 Reduce 3.31% 0.04 $35.58–42.34 · VW $39.29i $42,962,000 SEC
2013   Q1 1,093,108 1.10 Reduce 5.28% 0.06 $34.42–42.69 · VW $38.32i $46,337,000 SEC
2012   Q4 1,154,008 1.09 Add 41.39% 0.32 $27.91–34.95 · VW $32.39i $39,940,000 SEC
2012   Q2 816,181 0.00 Add 19.14% $25.68–30.52 · VW $27.98i $22,706,000 SEC
2012   Q1 685,080 0.54 Add 16.42% 0.08 $26.32–30.91 · VW $28.18i $18,990,000 SEC
2011   Q4 588,431 0.48 Buy 0.48 $18.91–27.12 · VW $24.59i $15,776,000 SEC
Price snapshot:
Current price$764.90
52-week low$539.21
52-week high$951.96