SEC 13F Intelligence

Managers / Q1 2026

IES Holdings, Inc.

CIK 0001048268 · 13131 DAIRY ASHFORD ROAD, SUITE 500, HOUSTON, TX, 77478 · 7138601500

Reported Value
$214M
Q1 2026
Positions
13
Filings on Record
2
2019–present window
Filed
May 15, 2026
original filing

Summary

Ies Holdings, Inc. reported $214M in U.S.-listed holdings across 13 positions for Q1 2026.

Its largest position, CECO, represents 15.8% of the portfolio.

Compared with Q4 2025, the fund opened 1 new position and exited 1.

Portfolio Metrics

Turnover
+15.2%
vs prior filed quarter
Top-10 Concentration
+90.1%
share of reported value
Largest Position
+15.8%
Ceco Environmental
New / Exited
1 / 1
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’25: $171MQ4 ’25Q1 ’26: $214MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 92.1%REIT: 7.9%
  • Common Stock · 92.1% · $197M
  • REIT · 7.9% · $17M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
AMTAmerican Tower CorpNEW+97.5K97.5K+$17M$17M
NXQuanex Building Products CorpADDED+611.1K861.2K+$12M$15M
UISUnisys CorpADDED+2.07M3.24M+$3M$7M
CECOCECO Environmental CorpADDED+285.1K568.5K+$17M$34M
GIFIGULF ISLAND FABRICATION INCSOLD OUT565.9K0$7M$0
FETForum Energy Technologies IncTRIMMED319.2K225.0K$7M$13M
RNGRGBPRanger Energy Services IncADDED+609.1K1.70M+$14M$29M
ARAntero Resources CorpTRIMMED380.8K325.0K$11M$14M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

13 positions
#IssuerClass% PortfolioValueShares
1CECOCECO Environmental Corphistory →COM15.83%$34M568.5K
2RNGRGBPRanger Energy Services Inchistory →COM13.59%$29M1.70M
3CTRACoterra Energy Inchistory →COM9.44%$20M575.0K
4RESRPC Inchistory →COM8.31%$18M2.51M
5AMTAmerican Tower Corphistory →CL A7.86%$17M97.5K
6MGMistras Group Inchistory →COM7.74%$17M1.12M
7MTWManitowoc Co Inc/Thehistory →COM7.42%$16M1.36M
8NXQuanex Building Products Corphistory →COM7.23%$15M861.2K
9ARAntero Resources Corphistory →COM6.45%$14M325.0K
10RRCRange Resources Corphistory →COM6.27%$13M296.9K
11FETForum Energy Technologies Inchistory →COM6.17%$13M225.0K
12UISUnisys Corphistory →COM3.13%$7M3.24M
13TISITeam IncCOM0.56%$1M75.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$214M13May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$171M13Feb 12, 202613F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.