13F Portfolios

Pertento Partners LLP: IES HOLDINGS INC (IESC): Quarterly 13F Position History

As of Q1 2026, Pertento Partners LLP reported 231,239 shares of IES HOLDINGS INC (IESC), worth $110.2M and representing 11.7% of its 13F equity book. Quarter-over-quarter share count change: + 21,888 (+10.5%) . The position first appeared in Q2 2025 and has been disclosed across 4 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 4 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 231,239 +21,888 +10.5% $110.2M 11.7% $476.5
Q4 2025 209,351 +30,583 +17.1% $81.4M 8.9% $389.0
Q3 2025 178,768 +20,390 +12.9% $71.1M 8.7% $397.6
Q2 2025 158,378 $46.9M 5.3% $296.2

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did Pertento Partners LLP first disclose a IESC position in 13F-HR filings?

Pertento Partners LLP first reported IES HOLDINGS INC (IESC) on its 13F-HR filing for the period ending 2025-06-30 (Q2 2025). The position has appeared on 4 reported quarters within Pactolio's tracked window.

What was Pertento Partners LLP's most recent quarter-over-quarter share-count change in IESC?

Between Q4 2025 and Q1 2026, Pertento Partners LLP added 21,888 shares of IESC (+10.5%), bringing the total reported position to 231,239 shares at a market value of $110.2M.

Does the implied price-per-share represent Pertento Partners LLP's cost basis in IESC?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.