Joel Greenblatt's IESC Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 1,262 shares of IES Holdings, Inc. (IESC) worth $463,570, representing 0.00% of the portfolio. First purchased in 2024-Q2, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in IESC, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 6,438 shares. Largest reduction occurred in Q1 2026, reducing 10,080 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's IES Holdings (IESC) Holding Value Over Time
Track share changes against reported price movement
Quarterly IES Holdings (IESC) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -6 | Reduce 0.47% | 1,262 | $367.33 |
| Q1 2026 | -10,080 | Reduce 88.83% | 1,268 | $238.24 |
| Q4 2025 | +1,178 | Add 11.58% | 11,348 | $194.51 |
| Q3 2025 | +6,012 | Add 144.59% | 10,170 | $198.82 |
| Q2 2025 | -4,250 | Reduce 50.55% | 4,158 | $148.11 |
| Q1 2025 | +1,970 | Add 30.60% | 8,408 | $82.55 |
| Q4 2024 | +3,219 | New Buy | 6,438 | $100.48 |
| Q3 2024 | -7,686 | Sold Out | 0 | $0.00 |
| Q2 2024 | +3,843 | New Buy | 7,686 | $69.66 |
Joel Greenblatt's IES Holdings Investment FAQs
Joel Greenblatt first purchased IES Holdings, Inc. (IESC) in Q2 2024, acquiring 7,686 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held IES Holdings, Inc. (IESC) for 9 quarters since Q2 2024.
Joel Greenblatt's largest addition to IES Holdings, Inc. (IESC) was in Q3 2025, adding 10,170 shares worth $2.02 M.
According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 1,262 shares of IES Holdings, Inc. (IESC), valued at approximately $463,570.
As of the Q2 2026 filing, IES Holdings, Inc. (IESC) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in IES Holdings, Inc. (IESC) was 11,348 shares, as reported at the end of Q4 2025.