Jeremy Grantham's EME Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 3,077 shares of EMCOR Group, Inc. (EME) worth $1.88 M, representing 0.00% of the portfolio. First purchased in 2016-Q4, this long-term strategic position has been held for 22 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in EME, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2020, adding 23,200 shares. Largest reduction occurred in Q1 2022, reducing 38,748 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's EMCOR Group (EME) Holding Value Over Time
Track share changes against reported price movement
Quarterly EMCOR Group (EME) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +3,077 | New Buy | 3,077 | $611.79 |
| Q2 2022 | -1,841 | Sold Out | 0 | $0.00 |
| Q1 2022 | -38,748 | Reduce 95.46% | 1,841 | $112.44 |
| Q4 2021 | -6,114 | Reduce 13.09% | 40,589 | $127.40 |
| Q3 2021 | +20,584 | Add 78.81% | 46,703 | $115.39 |
| Q2 2021 | -16,300 | Reduce 38.43% | 26,119 | $123.21 |
| Q1 2021 | +11,060 | Add 35.27% | 42,419 | $112.17 |
| Q4 2020 | +23,200 | Add 284.35% | 31,359 | $91.46 |
| Q2 2020 | -700 | Reduce 7.90% | 8,159 | $66.18 |
| Q1 2020 | +1,500 | Add 20.38% | 8,859 | $61.29 |
| Q4 2019 | -25,741 | Reduce 77.77% | 7,359 | $86.29 |
| Q3 2019 | +18,500 | Add 126.71% | 33,100 | $86.13 |
| Q2 2019 | -2,200 | Reduce 13.10% | 14,600 | $88.08 |
| Q1 2019 | +16,800 | New Buy | 16,800 | $73.10 |
| Q2 2018 | -33,350 | Sold Out | 0 | $0.00 |
| Q1 2018 | -20,400 | Reduce 37.95% | 33,350 | $77.93 |
| Q4 2017 | -100 | Reduce 0.19% | 53,750 | $81.75 |
| Q3 2017 | -23,800 | Reduce 30.65% | 53,850 | $69.38 |
| Q1 2017 | +19,750 | Add 34.11% | 77,650 | $62.95 |
| Q4 2016 | +57,900 | New Buy | 57,900 | $70.76 |
Jeremy Grantham's EMCOR Group Investment FAQs
Jeremy Grantham first purchased EMCOR Group, Inc. (EME) in Q4 2016, acquiring 57,900 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held EMCOR Group, Inc. (EME) for 22 quarters since Q4 2016.
Jeremy Grantham's largest addition to EMCOR Group, Inc. (EME) was in Q4 2016, adding 57,900 shares worth $4.1 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 3,077 shares of EMCOR Group, Inc. (EME), valued at approximately $1.88 M.
As of the Q4 2025 filing, EMCOR Group, Inc. (EME) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in EMCOR Group, Inc. (EME) was 77,650 shares, as reported at the end of Q1 2017.