Follow-The-Filings

Security · featured owners

IBP Installed Bldg Prods Inc.

COM Equity as of 2026 Q2 among managers we track

  • 3 Owners
  • Max 3.1%
  • $166M
  • 2 add 1 reduce

Who owns this now

Largest portfolio weights among featured holders · max 3.1% (Francois Rochon - Giverny...) · not free-float ownership

  1. Francois Rochon reduce 3.1%
  2. Ron Baron add 0.07%
  3. First Eagle Investment Manage... add 0.05%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Francois Rochon - Giverny Capital 2026 Q2 3.1% Reduce −1.5% 397,662 $91M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.07% Add 0.0% 198,310 $46M history
First Eagle Investment Management 2026 Q2 0.05% Add +99.8% 127,563 $29M history

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $2.78B $2.94B $2.97B
Gross profit $930.7M $994.5M $1.01B
Gross margin * 33.5% 33.8% 34.0%
Net income $243.7M $256.6M $265.4M
Net margin * 8.8% 8.7% 8.9%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.07B $1.05B $1.04B
Total non-current assets * $911.3M $1B $1.03B
Total assets $1.98B $2.06B $2.07B
Total current liabilities $346.4M $359M $344.2M
Total non-current liabilities * $964.6M $995.6M $1.01B
Total equity $670.3M $705.3M $709.9M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $340.2M $340M $371.4M
Cash from investing -$103.4M -$159.1M -$112M
Cash from financing -$79.9M -$239.8M -$265.1M
Net change in cash $156.9M -$58.9M -$5.7M

ownership over time

filing count by report period · click a bar for that quarter’s holders