IES Holdings, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), IES Holdings, Inc. reported 13 stock positions worth $214.0 million. Its top holding was Ceco Environmental (CECO) at 15.8% of the portfolio, followed by Ranger Energy Services Class A (RNGR, 13.6%) and Coterra Energy (CTRA, 9.4%). Compared with Q4 2025, it opened 1 new position, sold out of 1, added to 6 and reduced 5. The biggest buy was a new position in American Tower (AMT) and the biggest sale Antero Resources (AR, shares −54%).
- Most Recent 13F
- Q2 2026
- Location
- Houston, TX
- CIK
- 0001048268
- Portfolio Value
- $214.0M (Q1 2026)
- SEC Filing
- 0001048268-26-000102 ↗ filed May 15, 2026
Holdings Value
Holdings 13 stocks · $214.0M
| CECO Ceco Environmental Corp. | 15.83% | 568,527 | $33.9M | Add +100.6% |
| RNGR Ranger Energy Services Class A | 13.59% | 1,696,438 | $29.1M | Add +56.0% |
| CTRA Coterra Energy Inc. | 9.44% | 575,000 | $20.2M | Reduce -19.0% |
| RES RPC Inc. | 8.31% | 2,511,895 | $17.8M | Reduce -3.4% |
| AMT American Tower Corp. | 7.86% | 97,500 | $16.8M | New |
| MG Mistras Group Inc. | 7.74% | 1,120,545 | $16.6M | Add +3.8% |
| MTW Manitowoc Company Inc. | 7.42% | 1,362,485 | $15.9M | Add +11.2% |
| NX Quanex Building Products | 7.23% | 861,169 | $15.5M | Add +244.4% |
| AR Antero Resources Corp. | 6.45% | 325,000 | $13.8M | Reduce -54.0% |
| RRC Range Resources Corp. | 6.27% | 296,882 | $13.4M | Reduce -43.5% |
| FET Forum Energy Technologies Inc. | 6.17% | 225,000 | $13.2M | Reduce -58.6% |
| UIS Unisys Corp. | 3.13% | 3,240,000 | $6.7M | Add +176.5% |
| TISI Team Inc. | 0.56% | 75,002 | $1.2M | No change |
Portfolio Sells Q4 2025 → Q1 2026
| AR Antero Resources Corp. | Reduce -54.0% | 6.45% | −7.76 |
| FET Forum Energy Technologies Inc. | Reduce -58.6% | 6.17% | −5.58 |
| RRC Range Resources Corp. | Reduce -43.5% | 6.27% | −4.54 |
| GIFI Gulf Island Fabrication Inc. | Sold out | 0.00% | −3.96 |
| CTRA Coterra Energy Inc. | Reduce -19.0% | 9.44% | −1.47 |
| RES RPC Inc. | Reduce -3.4% | 8.31% | +0.05 |
Portfolio Buys Q4 2025 → Q1 2026
| AMT American Tower Corp. | New | 7.86% | +7.86 |
| CECO Ceco Environmental Corp. | Add +100.6% | 15.83% | +5.92 |
| NX Quanex Building Products | Add +244.4% | 7.23% | +4.99 |
| RNGR Ranger Energy Services Class A | Add +56.0% | 13.59% | +4.71 |
| UIS Unisys Corp. | Add +176.5% | 3.13% | +1.24 |
| MG Mistras Group Inc. | Add +3.8% | 7.74% | −0.24 |
| MTW Manitowoc Company Inc. | Add +11.2% | 7.42% | −1.16 |