本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
IES Holdings, Inc. (CIK 1048268) reported $310.6M across 17 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: CECO ($56.6M, 18.22%), RNGR ($33.3M, 10.73%), AMT ($28.2M, 9.08%), BDC ($21.0M, 6.75%), DVN ($20.7M, 6.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CECO | CECO Environmental Corp | $56.6M | 18.22% | 623,527 | Added |
| 2 | RNGR | Ranger Energy Services Inc | $33.3M | 10.73% | 2.1M | Added |
| 3 | AMT | American Tower Corp | $28.2M | 9.08% | 172,500 | Added |
| 4 | BDC | Belden Inc | $21.0M | 6.75% | 174,776 | New |
| 5 | DVN | Devon Energy Corp | $20.7M | 6.65% | 500,000 | New |
| 6 | MTW | Manitowoc Co Inc/The | $20.6M | 6.62% | 1.5M | Added |
| 7 | NX | Quanex Building Products Corp | $20.1M | 6.47% | 1.1M | Added |
| 8 | MG | Mistras Group Inc | $19.6M | 6.32% | 1.1M | Added |
| 9 | MEI | Methode Electronics Inc | $16.4M | 5.29% | 865,768 | New |
| 10 | AR | Antero Resources Corp | $13.2M | 4.24% | 375,000 | Added |
| 11 | UIS | Unisys Corp | $12.4M | 3.98% | 3.4M | Added |
| 12 | RRC | Range Resources Corp | $12.0M | 3.85% | 321,882 | Added |
| 13 | FET | Forum Energy Technologies Inc | $10.7M | 3.44% | 212,860 | Trimmed |
| 14 | APTV | Aptiv PLC | $9.2M | 2.96% | 150,000 | New |
| 15 | TBI | TrueBlue Inc | $9.0M | 2.89% | 1.3M | New |
| 16 | RES | RPC Inc | $6.5M | 2.08% | 1.1M | Trimmed |
| 17 | TISI | Team Inc | $1.3M | 0.42% | 75,002 | Hold |
| 18 | CTRA | Coterra Energy Inc | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30