IBP position history
The shares of Installed Building Products (IBP) that Giverny Capital Inc. reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q4: 157,758 shares, $22M, 1.2% of portfolio, New
- 2022 Q1: 397,624 shares, $34M, 1.9% of portfolio, Add +152.0%
- 2022 Q2: 407,893 shares, $34M, 2.2% of portfolio, Add +2.6%
- 2022 Q3: 413,974 shares, $34M, 2.3% of portfolio, Add +1.5%
- 2022 Q4: 826,640 shares, $71M, 4.4% of portfolio, Add +99.7%
- 2023 Q1: 424,109 shares, $48M, 2.9% of portfolio, Reduce −48.7%
- 2023 Q2: 428,356 shares, $60M, 3.2% of portfolio, Add +1.0%
- 2023 Q3: 865,796 shares, $108M, 5.9% of portfolio, Add +102.1%
- 2023 Q4: 455,426 shares, $83M, 3.9% of portfolio, Reduce −47.4%
- 2024 Q1: 467,012 shares, $121M, 4.9% of portfolio, Add +2.5%
- 2024 Q2: 471,552 shares, $97M, 4.1% of portfolio, Add +1.0%
- 2024 Q3: 487,115 shares, $120M, 4.6% of portfolio, Add +3.3%
- 2024 Q4: 1,009,470 shares, $177M, 6.5% of portfolio, Add +107.2%
- 2025 Q1: 1,016,146 shares, $174M, 6.4% of portfolio, Add +0.7%
- 2025 Q2: 514,459 shares, $93M, 3.2% of portfolio, Reduce −49.4%
- 2025 Q3: 1,029,472 shares, $254M, 8.2% of portfolio, Add +100.1%
- 2025 Q4: 519,236 shares, $135M, 4.5% of portfolio, Reduce −49.6%
- 2026 Q1: 403,665 shares, $107M, 3.9% of portfolio, Reduce −22.3%
- 2026 Q2: 397,662 shares, $91M, 3.1% of portfolio, Reduce −1.5%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|