IES Holdings, Inc.

CIK 1048268 · View on SEC EDGAR ↗

Portfolio value
$310.6M
#5,090 of 9,443 by 13F value · top 53.9%
Positions
17
As of
June 30, 2026

Portfolio value QoQ: +45.1% 13F does not disclose cash

Top 10 holdings weight
80.38%
Top 25 holdings weight
100.00%
Positions above 1%
16
Effective number of positions
11.7

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 11.06% Est. buys $108,591,031 · sells $29,008,990

New positions
5
Increased
9
Decreased
2
Closed
1
On this page

Performance vs S&P 500

Tracked Q4 2025–Q2 2026
+34.9%
S&P 500 total return (same window)
+8.7%
Excess return
+26.2%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 93.0% · Options excluded: 0.0%

Sector breakdown

Industrials
53.0%
Energy
31.0%
Real Estate
9.1%
Technology
4.0%
Consumer Discretionary
3.0%

Full portfolio 17 positions

Type Streak 8Q trend
CECO CECO Environmental Corp. - Common Stock $56,578,840 18.22% 623,527 $22,706,001 Up ×2
RNGR Ranger Energy Services, Inc. Class A Common Stock $33,322,574 10.73% 2,081,360 $4,245,627 Up ×2
AMT American Tower Corporation (REIT) Common Stock $28,215,825 9.08% 172,500 $11,389,275 Up ×1
BDC Belden Inc Common Stock $20,957,390 6.75% 174,776 Up ×1
DVN Devon Energy Corporation Common Stock $20,660,000 6.65% 500,000 Up ×1
MTW Manitowoc Company, Inc. (The) Common Stock $20,559,172 6.62% 1,480,142 $4,686,222 Up ×2
NX Quanex Building Products Corporation Common Stock $20,102,208 6.47% 1,079,603 $4,627,001 Up ×2
MG Mistras Group Inc Common Stock $19,640,385 6.32% 1,124,235 $3,078,730 Up ×2
MEI Methode Electronics, Inc. Common Stock $16,423,619 5.29% 865,768 Up ×1
AR Antero Resources Corporation Common Stock $13,177,500 4.24% 375,000 $-615,500 Up ×1
UIS Unisys Corporation New Common Stock $12,365,361 3.98% 3,378,514 $5,658,561 Up ×2
RRC Range Resources Corporation Common Stock $11,970,792 3.85% 321,882 $-1,442,337 Up ×1
FET Forum Energy Technologies, Inc. Common Stock $10,691,958 3.44% 212,860 $-2,506,542 Down ×2
APTV Aptiv PLC Ordinary Shares $9,207,000 2.96% 150,000 Up ×1
TBI TrueBlue, Inc. Common Stock $8,962,298 2.89% 1,285,839 Up ×1
RES RPC, Inc. Common Stock $6,450,650 2.08% 1,106,458 $-11,333,567 Down ×2
TISI Team, Inc. Common Stock $1,296,035 0.42% 75,002 $100,503

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
BDC $20,957,390 174,776 6.75%
DVN $20,660,000 500,000 6.65%
MEI $16,423,619 865,768 5.29%
APTV $9,207,000 150,000 2.96%
TBI $8,962,298 1,285,839 2.89%

Top movers (QoQ)

Security Action Shares Δ Value Δ
CECO Bought more +55K +$22.7M
AMT Bought more +75K +$11.4M
RES Trimmed -1.4M -$11.3M
UIS Bought more +139K +$5.7M
MTW Bought more +118K +$4.7M
NX Bought more +218K +$4.6M
RNGR Bought more +385K +$4.2M
MG Bought more +4K +$3.1M
FET Trimmed -12K -$2.5M
RRC Bought more +25K -$1.4M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
CTRA June 30, 2026 575,000 $20,205,500 No longer tracked
GIFI March 31, 2026 565,886 $6,773,655 No longer tracked