Who owns IESCWhat IESC owns
What IES Holdings, Inc. owns
The company's own 13F portfolio · as of 2026-06-30 · long US-listed stakes only — private holdings, bonds and cash are not disclosable on a 13F
$310.6M
disclosed stock portfolio
17
positions
18.2%
in CECO
Positions, as of 2026-06-30
ordered by filed value · % of book = share of the disclosed stock portfolio · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | CECOCECO Environmental Corp | 623,527 | $56.6M | 18.2% |
| 2 | RNGRRanger Energy Services Inc | 2.1M | $33.3M | 10.7% |
| 3 | AMTAmerican Tower Corp | 172,500 | $28.2M | 9.1% |
| 4 | BDCBelden Inc | 174,776 | $21.0M | 6.7% |
| 5 | DVNDevon Energy Corp | 500,000 | $20.7M | 6.7% |
| 6 | MTWManitowoc Co Inc/The | 1.5M | $20.6M | 6.6% |
| 7 | NXQuanex Building Products Corp | 1.1M | $20.1M | 6.5% |
| 8 | MGMistras Group Inc | 1.1M | $19.6M | 6.3% |
| 9 | MEIMethode Electronics Inc | 865,768 | $16.4M | 5.3% |
| 10 | ARAntero Resources Corp | 375,000 | $13.2M | 4.2% |
| 11 | UISUnisys Corp | 3.4M | $12.4M | 4% |
| 12 | RRCRange Resources Corp | 321,882 | $12.0M | 3.9% |
| 13 | FETForum Energy Technologies Inc | 212,860 | $10.7M | 3.4% |
| 14 | APTVAptiv PLC | 150,000 | $9.2M | 3% |
| 15 | TBITrueBlue Inc | 1.3M | $9.0M | 2.9% |
| 16 | RESRPC Inc | 1.1M | $6.5M | 2.1% |
| 17 | TISITeam Inc | 75,002 | $1.3M | 0.4% |
Source: SEC Form 13F-HR filed by IES Holdings, Inc. (CIK 1048268), reporting period 2026-06-30. Values are quarter-end filed marks. Research, not investment advice.