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 Q2	–	Sell	-10,000	Closed	-$2.38M	–	29
2026 Q1	$2.38M	Hold	10,000	–	–	0.09%	25
2025 Q4	$1.95M	Sell	10,000 -10,000	-50%	-$2.01M	0.06%	25
2025 Q3	$3.98M	Hold	20,000	–	–	0.12%	24
2025 Q2	$2.96M	Hold	20,000	–	–	0.09%	25
2025 Q1	$1.65M	Buy	+20,000	New	+$2.09M	0.05%	25
2020 Q4	–	Sell	-82,800	Closed	-$1.31M	–	29
2020 Q3	$1.31M	Sell	82,800 -20,000	-19%	-$274K	0.08%	26
2020 Q2	$1.19M	Hold	102,800	–	–	0.08%	25
2020 Q1	$907K	Hold	102,800	–	–	0.07%	25
2019 Q4	$1.32M	Hold	102,800	–	–	0.07%	26
2019 Q3	$1.06M	Sell	102,800 -31,400	-23%	-$299K	0.06%	24
2019 Q2	$1.26M	Hold	134,200	–	–	0.07%	24
2019 Q1	$1.19M	Buy	+134,200	New	+$1.19M	0.08%	23

Other funds holding IESC

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Timucuan Asset Management's IESC Position: Q2 2026 in Review

Timucuan Asset Management sold out of IES Holdings (IESC) in Q2 2026, closing a stake of 10,000 shares — an estimated $2.38M sold.

Timucuan Asset Management first reported a position in IESC in Q1 2019 and held it in 12 quarters. The position peaked at $3.98M in Q3 2025. 413 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

Timucuan Asset Management reported no remaining IES Holdings position as of Q2 2026 after selling out during the quarter.
Timucuan Asset Management sold 10,000 IES Holdings shares in Q2 2026, an estimated $2.38M.
Timucuan Asset Management first reported a position in IES Holdings in Q1 2019 and held it in 12 quarters.
Timucuan Asset Management's IES Holdings position peaked at $3.98M in Q3 2025.
413 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Timucuan Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.