IES Holdings, Inc. (IESC): A Bull Case Theory
We came across a bullish thesis on IES Holdings, Inc. on r/Valueinvesting by Technical-Sand-6419. In this article, we will summarize the bulls’ thesis on IESC.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Tontine Asset Management Jeffrey Gendell | 10,348,407 | $4,025,737,292 | -2% | 69.94% |
| 2. | Pertento Partners Ian Trundle | 209,351 | $81,441,726 | +18% | 7.65% |
| 3. | Royce & Associates Chuck Royce | 171,343 | $66,655,854 | -3% | 0.68% |
| 4. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 164,722 | $64,080,152 | +26% | 0.04% |
| 5. | AltraVue Capital Touk Sinantha | 142,637 | $55,488,666 | -15% | 4.57% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $29.26 | 2,500 | $73,150.00 | 6,000 | 2022-12-16 | Filing | |
| $28.14 | 1,000 | $28,140.00 | 3,500 | 2022-12-16 | Filing | |
| $29.76 | 1,500 | $44,640.00 | 2,500 | 2022-12-15 | Filing | |
| $30.20 | 500 | $15,100.00 | 69,394 | 2022-12-15 | Filing | |
| $33.14 | 500 | $16,570.00 | 62,989 | 2022-08-10 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $513.76 | 300 | $154,128.00 | 80,817 | 2026-02-26 | Filing | |
| $512.00 | 100 | $51,200.00 | 81,117 | 2026-02-26 | Filing | |
| $511.15 | 586 | $299,533.90 | 81,217 | 2026-02-26 | Filing | |
| $510.26 | 714 | $364,325.64 | 81,803 | 2026-02-26 | Filing | |
| $521.00 | 375 | $195,375.00 | 82,517 | 2026-02-25 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,016,668 | $784,524,281 | 0.04% | |
| 2. | 853,214 | $331,917,310 | 0% | |
| 3. | 722,734 | $281,157,785 | 0% | |
| 4. | 457,067 | $177,814,430 | 0.04% | |
| 5. | 274,725 | $106,886,800 | 0.01% |