Francois Rochon - Giverny Capital
Holding/activity history for Installed Building Products, Inc. (IBP)
← All IBP superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 403,665 | 3.92 | Reduce 22.26% | 1.00 | $252.00–349.00 · VW $296.79i | $107,031,775 | SEC |
| 2025 Q4 | 519,236 | 4.49 | Add 0.87% | 0.04 | $230.94–293.53 · VW $258.96i | $134,684,626 | SEC |
| 2025 Q3 | 514,736 | 4.30 | Add 0.05% | <0.01 | $177.59–280.00 · VW $233.29i | $126,964,782 | SEC |
| 2025 Q2 | 514,459 | 3.18 | Add 1.26% | 0.04 | $150.83–184.49 · VW $167.59i | $92,767,247 | SEC |
| 2025 Q1 | 508,073 | 3.21 | Add 0.66% | 0.02 | $159.76–214.10 · VW $179.36i | $87,114,197 | SEC |
| 2024 Q4 | 504,735 | 3.23 | Add 3.62% | 0.11 | $170.03–259.59 · VW $214.54i | $88,454,809 | SEC |
| 2024 Q3 | 487,115 | 4.56 | Add 3.30% | 0.15 | $195.34–281.04 · VW $238.69i | $119,961,811 | SEC |
| 2024 Q2 | 471,552 | 4.10 | Add 0.97% | 0.04 | $191.65–263.76 · VW $222.83i | $96,988,815 | SEC |
| 2024 Q1 | 467,012 | 4.91 | Add 2.54% | 0.12 | $168.08–261.49 · VW $220.44i | $120,830,015 | SEC |
| 2023 Q4 | 455,426 | 3.91 | Add 5.20% | 0.19 | $106.02–189.07 · VW $142.76i | $83,260,981 | SEC |
| 2023 Q3 | 432,898 | 2.93 | Add 1.06% | 0.03 | $121.45–158.18 · VW $140.26i | $54,064,631 | SEC |
| 2023 Q2 | 428,356 | 3.16 | Add 1.00% | 0.03 | $103.51–141.15 · VW $120.03i | $60,038,377 | SEC |
| 2023 Q1 | 424,109 | 2.91 | Add 2.61% | 0.07 | $86.20–121.60 · VW $109.72i | $48,361,149 | SEC |
| 2022 Q4 | 413,320 | 2.19 | Reduce 0.16% | <0.01 | $74.69–95.33 · VW $85.46i | $35,380,192 | SEC |
| 2022 Q3 | 413,974 | 2.27 | Add 1.49% | 0.03 | $76.42–106.56 · VW $91.15i | $33,528,000 | SEC |
| 2022 Q2 | 407,893 | 2.23 | Add 2.58% | 0.06 | $69.44–99.44 · VW $84.93i | $33,920,000 | SEC |
| 2022 Q1 | 397,624 | 1.90 | Add 152.05% | 1.15 | $84.32–140.72 · VW $101.12i | $33,595,000 | SEC |
| 2021 Q4 | 157,758 | 1.18 | Buy | 1.18 | $104.31–141.43 · VW $129.26i | $22,042,000 | SEC |
Price snapshot:
Current price$222.53
Avg. buy price$123.08
+/- since buy80.80%
52-week low$180.57
52-week high$345.54