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Ies Holdings Inc

IESC

Held by 2 superinvestors.

Price$220.752026-10-22 close · Yahoo Finance
Holders2
Total value$12.8M

SEC 10-K · fundamentals

Business quality

As of 2025-09-30

Valuation basis: trailing twelve months to 2026-06-30 — latest 10-K plus unaudited 10-Q filings.

Revenue growth
+16.9%
Net margin
9.1%
ROE
34.6%
FCF margin
6.5%
Revenue $1.19B → $3.37B · 6y
What makes a business high quality

Valuation · value band

Valuation

Recent stock split — per-share valuation is paused until the next filing restates the share count.

SEC 13F · holders

Superinvestors Holding This Security

2 holders · $12.8M combined · this quarter +0 opened / -0 exited

This quarter2 trimmed
Holders 1 → 2 · last 5 quarters
  • Ray Dalio
    Value$7.4MWeight (prev→now)0.0% → 0.0% ▼
  • Polen Capital
    Value$5.3MWeight (prev→now)0.0% → 0.0% ▲

SEC 13F · notes

Written summary

Ies Holdings Inc (IESC) is held by 2 of the superinvestors tracked on Compounder, with a combined $12.8M in reported 13F value. The largest position belongs to Ray Dalio, where it makes up 0.0% of the portfolio.

Other notable holders by value include Polen Capital (0.0% of its book).

In the quarter ended 2026-06-30, 0 of the tracked filers opened a new position in IESC, 0 added to existing ones, 2 trimmed, and 0 sold out entirely.

Holder counts and values reflect the most recent SEC Form 13F filings, through the quarter ended 2026-06-30. Source: SEC EDGAR. A 13F shows only long US-listed positions and can lag the real portfolio by up to 45 days, so this is disclosed long ownership, not a complete picture.

How to read a 13F

SEC 13F · co-ownership

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Also on

Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-08-14· Yahoo Finance as of 2026-10-22· SEC 10-K + 10-Q (XBRL) as of 2026-06-30 · filed 2026-07-31·FRED 10-year Treasury (DGS10) as of 2026-10-21

Educational data only — not investment advice. 13F positions are self-reported and can lag up to 45 days.

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