IES Holdings, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), IES Holdings, Inc. reported 17 stock positions worth $310.6 million. Its top holding was Ceco Environmental (CECO) at 18.2% of the portfolio, followed by Ranger Energy Services Class A (RNGR, 10.7%) and American Tower (AMT, 9.1%). Compared with Q1 2026, it opened 5 new positions, sold out of 1, added to 9 and reduced 2. The biggest buy was a new position in Belden (BDC) and the biggest sale an exit from Coterra Energy (CTRA).
- Most Recent 13F
- Q2 2026
- Location
- Houston, TX
- CIK
- 0001048268
- Portfolio Value
- $310.6M (Q2 2026)
- SEC Filing
- 0001048268-26-000139 ↗ filed Aug 14, 2026
Holdings Value
Holdings 17 stocks · $310.6M
| CECO Ceco Environmental Corp. | 18.22% | 623,527 | $56.6M | Add +9.7% |
| RNGR Ranger Energy Services Class A | 10.73% | 2,081,360 | $33.3M | Add +22.7% |
| AMT American Tower Corp. | 9.08% | 172,500 | $28.2M | Add +76.9% |
| BDC Belden Inc. | 6.75% | 174,776 | $21.0M | New |
| DVN Devon Energy Corp. | 6.65% | 500,000 | $20.7M | New |
| MTW Manitowoc Company Inc. | 6.62% | 1,480,142 | $20.6M | Add +8.6% |
| NX Quanex Building Products | 6.47% | 1,079,603 | $20.1M | Add +25.4% |
| MG Mistras Group Inc. | 6.32% | 1,124,235 | $19.6M | Add +0.3% |
| MEI Methode Electronics Inc. | 5.29% | 865,768 | $16.4M | New |
| AR Antero Resources Corp. | 4.24% | 375,000 | $13.2M | Add +15.4% |
| UIS Unisys Corp. | 3.98% | 3,378,514 | $12.4M | Add +4.3% |
| RRC Range Resources Corp. | 3.85% | 321,882 | $12.0M | Add +8.4% |
| FET Forum Energy Technologies Inc. | 3.44% | 212,860 | $10.7M | Reduce -5.4% |
| APTV Aptiv PLC | 2.96% | 150,000 | $9.2M | New |
| TBI Trueblue Inc. | 2.89% | 1,285,839 | $9.0M | New |
| RES RPC Inc. | 2.08% | 1,106,458 | $6.5M | Reduce -56.0% |
| TISI Team Inc. | 0.42% | 75,002 | $1.3M | No change |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| BDC Belden Inc. | New | 6.75% | +6.75 |
| DVN Devon Energy Corp. | New | 6.65% | +6.65 |
| MEI Methode Electronics Inc. | New | 5.29% | +5.29 |
| APTV Aptiv PLC | New | 2.96% | +2.96 |
| TBI Trueblue Inc. | New | 2.89% | +2.89 |
| CECO Ceco Environmental Corp. | Add +9.7% | 18.22% | +2.39 |
| AMT American Tower Corp. | Add +76.9% | 9.08% | +1.22 |
| UIS Unisys Corp. | Add +4.3% | 3.98% | +0.85 |
| NX Quanex Building Products | Add +25.4% | 6.47% | −0.76 |
| MTW Manitowoc Company Inc. | Add +8.6% | 6.62% | −0.80 |
| MG Mistras Group Inc. | Add +0.3% | 6.32% | −1.42 |
| AR Antero Resources Corp. | Add +15.4% | 4.24% | −2.20 |
| RRC Range Resources Corp. | Add +8.4% | 3.85% | −2.41 |
| RNGR Ranger Energy Services Class A | Add +22.7% | 10.73% | −2.86 |