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Eminence Capital’s Installed Building Products IBP Stock Holding History

Eminence Capital’s Portfolio IBP Stock Details IBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-945,101
Closed -$170M – 51
2025
Q2 		$170M Buy
945,101
+308,717
+49% +$51.4M 2.05% 22
2025
Q1 		$109M Buy
+636,384
New +$115M 1.82% 28

Other funds holding IBP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Eminence Capital's IBP Position: Q3 2025 in Review

Eminence Capital sold out of Installed Building Products (IBP) in Q3 2025, closing a stake of 945,101 shares — an estimated $170M sold.

Eminence Capital first reported a position in IBP in Q1 2025 and held it in 2 quarters. The position peaked at $170M in Q2 2025. 426 funds tracked by Wall St. Rank hold IBP as of Q3 2025.

  • Eminence Capital reported no remaining Installed Building Products position as of Q3 2025 after selling out during the quarter.
  • Eminence Capital sold 945,101 Installed Building Products shares in Q3 2025, an estimated $170M.
  • Eminence Capital first reported a position in Installed Building Products in Q1 2025 and held it in 2 quarters.
  • Eminence Capital's Installed Building Products position peaked at $170M in Q2 2025.
  • 426 funds tracked by Wall St. Rank held Installed Building Products as of Q3 2025.

Based on Eminence Capital's 13F filing for Q3 2025, filed 14 Nov 2025.