Francois Rochon - Giverny Capital Inc.
Holding/activity history for Installed Building Products (IBP)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 403,665 | 3.92 | Reduce 22.26% | 1.00 | $265.15 | $107,031,775 | SEC |
| 2025 Q4 | 519,236 | 4.49 | Add 0.87% | 0.04 | $259.39 | $134,684,626 | SEC |
| 2025 Q3 | 514,736 | 4.30 | Add 0.05% | <0.01 | $246.66 | $126,964,782 | SEC |
| 2025 Q2 | 514,459 | 3.18 | Add 1.26% | 0.04 | $180.32 | $92,767,247 | SEC |
| 2025 Q1 | 508,073 | 3.21 | Add 0.66% | 0.02 | $171.46 | $87,114,197 | SEC |
| 2024 Q4 | 504,735 | 3.23 | Add 3.62% | 0.11 | $175.25 | $88,454,809 | SEC |
| 2024 Q3 | 487,115 | 4.56 | Add 3.30% | 0.15 | $246.27 | $119,961,811 | SEC |
| 2024 Q2 | 471,552 | 4.10 | Add 0.97% | 0.04 | $205.68 | $96,988,815 | SEC |
| 2024 Q1 | 467,012 | 4.91 | Add 2.54% | 0.12 | $258.73 | $120,830,015 | SEC |
| 2023 Q4 | 455,426 | 3.91 | Add 5.20% | 0.19 | $182.82 | $83,260,981 | SEC |
| 2023 Q3 | 432,898 | 2.93 | Add 1.06% | 0.03 | $124.89 | $54,064,631 | SEC |
| 2023 Q2 | 428,356 | 3.16 | Add 1.00% | 0.03 | $140.16 | $60,038,377 | SEC |
| 2023 Q1 | 424,109 | 2.91 | Add 2.61% | 0.07 | $114.03 | $48,361,149 | SEC |
| 2022 Q4 | 413,320 | 2.19 | Reduce 0.16% | <0.01 | $85.60 | $35,380,192 | SEC |
| 2022 Q3 | 413,974 | 2.27 | Add 1.49% | 0.03 | $80.99 | $33,528,000 | SEC |
| 2022 Q2 | 407,893 | 2.23 | Add 2.58% | 0.06 | $83.16 | $33,920,000 | SEC |
| 2022 Q1 | 397,624 | 1.90 | Add 152.05% | 1.15 | $84.49 | $33,595,000 | SEC |
| 2021 Q4 | 157,758 | 1.18 | Buy | 1.18 | $139.72 | $22,042,000 | SEC |