§ 13F · FUND PROFILE
IES Holdings, Inc..
AUM · $311M (13F)Positions · 17Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$76M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CECO | CECO Environmental Corp | 624K | $57M | 18.2% | +10% |
| 2 | RNGR | Ranger Energy Services Inc | 2.08M | $33M | 10.7% | +23% |
| 3 | AMT | American Tower Corp | 173K | $28M | 9.1% | +77% |
| 4 | BDC | Belden Inc | 175K | $21M | 6.7% | NEW |
| 5 | DVN | Devon Energy Corp | 500K | $21M | 6.7% | NEW |
| 6 | MTW | Manitowoc Co Inc/The | 1.48M | $21M | 6.6% | +9% |
| 7 | NX | Quanex Building Products Corp | 1.08M | $20M | 6.5% | +25% |
| 8 | MG | Mistras Group Inc | 1.12M | $20M | 6.3% | ±0% |
| 9 | MEI | Methode Electronics Inc | 866K | $16M | 5.3% | NEW |
| 10 | AR | Antero Resources Corp | 375K | $13M | 4.2% | +15% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE IES SIGNAL
AC read
IES Holdings, Inc. is a Other fund managing $311 million in assets. The fund runs a focused portfolio of just 17 positions.
Read the full dossier →