IES Holdings, Inc. (IESC) — 13F holdings

IES Holdings, Inc. (IESC) reported 17 holdings worth $311M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. CECO CECO ENVIRONMENTAL CORP — $56.6M (18.2%)
2. RNGR RANGER ENERGY SVCS INC — $33.3M (10.7%)
3. AMT AMERICAN TOWER CORP NEW — $28.2M (9.1%)
4. BDC BELDEN INC — $21.0M (6.7%)
5. DVN DEVON ENERGY CORP NEW — $20.7M (6.7%)
6. MTW MANITOWOC CO INC — $20.6M (6.6%)
7. NX QUANEX BLDG PRODS CORP — $20.1M (6.5%)
8. MG MISTRAS GROUP INC — $19.6M (6.3%)
9. MEI METHODE ELECTRS INC — $16.4M (5.3%)
10. AR ANTERO RESOURCES CORP — $13.2M (4.2%)