Timucuan Asset Management’s IES Holdings IESC Stock Holding History

Timucuan Asset Management’s Portfolio IESC Stock Details IESC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.38M	Hold	5,000	–	–	0.09%	25
2025 Q4	$1.95M	Sell	5,000 -5,000	-50%	-$2.01M	0.06%	25
2025 Q3	$3.98M	Hold	10,000	–	–	0.12%	24
2025 Q2	$2.96M	Hold	10,000	–	–	0.09%	25
2025 Q1	$1.65M	Buy	+10,000	New	+$2.09M	0.05%	25
2020 Q4	–	Sell	-41,400	Closed	-$1.31M	–	29
2020 Q3	$1.31M	Sell	41,400 -10,000	-19%	-$274K	0.08%	26
2020 Q2	$1.19M	Hold	51,400	–	–	0.08%	25
2020 Q1	$907K	Hold	51,400	–	–	0.07%	25
2019 Q4	$1.32M	Hold	51,400	–	–	0.07%	26
2019 Q3	$1.06M	Sell	51,400 -15,700	-23%	-$299K	0.06%	24
2019 Q2	$1.26M	Hold	67,100	–	–	0.07%	24
2019 Q1	$1.19M	Buy	+67,100	New	+$1.19M	0.08%	23

Other funds holding IESC

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Timucuan Asset Management's IESC Position: Q1 2026 in Review

Timucuan Asset Management held its IES Holdings (IESC) position steady in Q1 2026 at 5,000 shares worth $2.38M. The position accounts for 0.09% of the portfolio, ranked #25.

Timucuan Asset Management first reported a position in IESC in Q1 2019 and has held it in 12 quarters since. The position peaked at $3.98M in Q3 2025. 348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

Timucuan Asset Management held 5,000 shares of IES Holdings worth $2.38M as of Q1 2026.
Timucuan Asset Management left its IES Holdings share count unchanged in Q1 2026.
IES Holdings made up 0.09% of Timucuan Asset Management's portfolio in Q1 2026, its #25 holding.
Timucuan Asset Management first reported a position in IES Holdings in Q1 2019 and has held it in 12 quarters since.
Timucuan Asset Management's IES Holdings position peaked at $3.98M in Q3 2025.
348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on Timucuan Asset Management's 13F filing for Q1 2026, filed 14 May 2026.