SEC 13F Intelligence

Southport Management, L.L.C. / EME

Southport Management, L.L.C.’s Emcor Group Inc Position

Does Southport Management, L.L.C. own Emcor Group Inc (EME)? Yes — 1.5K shares worth $917,685 (+3.20% of its 13F portfolio) as of Q4 2025.

Position Value
$917,685
Q4 2025
Shares
1.5K
% of Portfolio
+3.20%
Quarters Held
23
currently held

Position History EME

Reported value by quarter
Q2 ’20: $827MQ2 ’20Q3 ’20: $1.0BQ4 ’20: $915MQ1 ’21: $1.1BQ1 ’21Q2 ’21: $1.2BQ3 ’21: $1.2BQ4 ’21: $1.3BQ4 ’21Q1 ’22: $1.1BQ2 ’22: $1.0BQ3 ’22: $1.2BQ3 ’22Q4 ’22: $1MQ1 ’23: $1MQ2 ’23: $1MQ2 ’23Q3 ’23: $2MQ4 ’23: $2MQ1 ’24: $2MQ1 ’24Q2 ’24: $2MQ3 ’24: $1MQ4 ’24: $680,850Q4 ’24Q1 ’25: $554,445Q2 ’25: $802,335Q3 ’25: $974,310Q3 ’25Q4 ’25: $917,685filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20251.5K$917,685+3.20%
Q3 20251.5K$974,310+4.02%
Q2 20251.5K$802,335+3.92%
Q1 20251.5K$554,445+2.39%
Q4 20241.5K$680,850+2.47%
Q3 20242.5K$1M+4.00%
Q2 20244.3K$2M+7.03%
Q1 20244.3K$2M+5.54%
Q4 20237.3K$2M+6.79%
Q3 20238.0K$2M+9.16%
Q2 20238.0K$1M+8.10%
Q1 20238.0K$1M+8.64%
Q4 202210.0K$1M+7.89%
Q3 202210.0K$1.2B+5.62%
Q2 202210.0K$1.0B+4.37%
Q1 202210.0K$1.1B+4.07%
Q4 202110.0K$1.3B+4.54%
Q3 202110.0K$1.2B+4.39%
Q2 202110.0K$1.2B+4.17%
Q1 202110.0K$1.1B+4.15%
Q4 202010.0K$915M+5.49%
Q3 202015.0K$1.0B+7.31%
Q2 202012.5K$827M+6.18%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Southport Management, L.L.C.’s full portfolio or all institutional holders of EME.