Giverny Capital Inc.
SuperinvestorGiverny Capital
- SEC CIK
- 0001641864
- Manager
- François Rochon
- Style
- Quality
IBP holding history
Installed Building Products, Inc.
Every 13F filing in which Giverny Capital reported holding IBP, plus the quarters it sold out. Changes compare share counts with the previous calendar quarter.
IBP overviewAll 13F holders of IBPFull portfolio
| Quarter | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Q2 2026 | 397,662 | $91.4M | 3.07% | −6,003−1.5% | Reduced |
| Q1 2026 | 403,665 | $107.03M | 3.92% | −115,571−22.3% | Reduced |
| Q4 2025 | 519,236 | $134.68M | 4.49% | +4,500+0.9% | Added |
| Q3 2025 | 514,736 | $126.96M | 4.30% | +277+0.1% | Added |
| Q2 2025 | 514,459 | $92.77M | 3.18% | +6,386+1.3% | Added |
| Q1 2025 | 508,073 | $87.11M | 3.21% | +3,338+0.7% | Added |
| Q4 2024 | 504,735 | $88.45M | 3.23% | +17,620+3.6% | Added |
| Q3 2024 | 487,115 | $119.96M | 4.56% | +15,563+3.3% | Added |
| Q2 2024 | 471,552 | $96.99M | 4.10% | +4,540+1.0% | Added |
| Q1 2024 | 467,012 | $120.83M | 4.91% | +11,586+2.5% | Added |
| Q4 2023 | 455,426 | $83.26M | 3.91% | +22,528+5.2% | Added |
| Q3 2023 | 432,898 | $54.06M | 2.93% | +4,542+1.1% | Added |
| Q2 2023 | 428,356 | $60.04M | 3.16% | +4,247+1.0% | Added |
| Q1 2023 | 424,109 | $48.36M | 2.91% | +10,789+2.6% | Added |
| Q4 2022 | 413,320 | $35.38M | 2.19% | −654−0.2% | Reduced |
| Q3 2022 | 413,974 | $33.53M | 2.27% | +6,081+1.5% | Added |
| Q2 2022 | 407,893 | $33.92M | 2.23% | +10,269+2.6% | Added |
| Q1 2022 | 397,624 | $33.6M | 1.90% | +239,866+152.0% | Added |
| Q4 2021 | 157,758 | $22.04M | 1.18% | +157,758 | New |