StockDriftsStockDriftsTop 13 Ies Holdings INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CECO | CECO Environmental Corp | 15.83% | 568.5K | $33.9M | +100.59%(+285.10K) | $57.63(+40.28%) | 2026-03-31 | |
| RNGR | Ranger Energy Services Inc | 13.59% | 1.70M | $29.1M | +56.02%(+609.10K) | $14.57(+12.93%) | 2026-03-31 | |
| CTRA | Coterra Energy Inc | 9.44% | 575.0K | $20.2M | -19.01%(-135.00K) | $24.98(+30.32%) | 2026-03-31 | |
| RES | RPC Inc | 8.31% | 2.51M | $17.8M | -3.39%(-88.11K) | $5.10(+35.69%) | 2026-03-31 | |
| AMT | American Tower Corp | 7.86% | 97.5K | $16.8M | new | $174.08(-1.98%) | 2026-03-31 | |
| MG | Mistras Group Inc | 7.74% | 1.12M | $16.6M | +3.77%(+40.70K) | $11.33(+49.98%) | 2026-03-31 | |
| MTW | Manitowoc Co Inc/The | 7.42% | 1.36M | $15.9M | +11.22%(+137.49K) | $11.08(+10.08%) | 2026-03-31 | |
| NX | Quanex Building Products Corp | 7.23% | 861.2K | $15.5M | +244.42%(+611.13K) | $16.13(+2.97%) | 2026-03-31 | |
| AR | Antero Resources Corp | 6.45% | 325.0K | $13.8M | -53.95%(-380.77K) | $34.01(+12.44%) | 2026-03-31 | |
| RRC | Range Resources Corp | 6.27% | 296.9K | $13.4M | -43.45%(-228.12K) | $36.45(+16.49%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +114.94% | +893.06% |
| Top 20 Holdings Unweighted | +75.53% | +440.86% |
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