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Francois Rochon’s Installed Building Products IBP Stock Holding History

Francois Rochon’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
2026
Q2 		$91.4M Sell
397,662
-6,003
-1% -$1.46M 3.07% 14
2026
Q1 		$107M Sell
403,665
-115,571
-22% -$34.6M 3.92% 10
2025
Q4 		$135M Buy
519,236
+4,500
+0.9% +$1.16M 4.49% 9
2025
Q3 		$127M Buy
514,736
+277
+0.1% +$65.8K 4.3% 10
2025
Q2 		$92.8M Buy
514,459
+6,386
+1% +$1.06M 3.18% 13
2025
Q1 		$87.1M Buy
508,073
+3,338
+0.7% +$602K 3.21% 12
2024
Q4 		$88.5M Buy
504,735
+17,620
+4% +$3.83M 3.23% 12
2024
Q3 		$120M Buy
487,115
+15,563
+3% +$3.52M 4.56% 8
2024
Q2 		$97M Buy
471,552
+4,540
+1% +$1.02M 4.1% 10
2024
Q1 		$121M Buy
467,012
+11,586
+3% +$2.48M 4.91% 7
2023
Q4 		$83.3M Buy
455,426
+22,528
+5% +$3.16M 3.91% 11
2023
Q3 		$54.1M Buy
432,898
+4,542
+1% +$641K 2.93% 14
2023
Q2 		$60M Buy
428,356
+4,247
+1% +$500K 3.16% 14
2023
Q1 		$48.4M Buy
424,109
+10,789
+3% +$1.16M 2.91% 15
2022
Q4 		$35.4M Sell
413,320
-654
-0.2% -$55.1K 2.19% 15
2022
Q3 		$33.5M Buy
413,974
+6,081
+1% +$563K 2.27% 18
2022
Q2 		$33.9M Buy
407,893
+10,269
+3% +$878K 2.23% 18
2022
Q1 		$33.6M Buy
397,624
+239,866
+152% +$25.4M 1.9% 22
2021
Q4 		$22M Buy
+157,758
New +$20.2M 1.18% 25

Other funds holding IBP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Francois Rochon's IBP Position: Q2 2026 in Review

Francois Rochon reduced its Installed Building Products (IBP) stake by 1.5% in Q2 2026, selling an estimated $1.46M and leaving 397,662 shares worth $91.4M. The position accounts for 3.07% of the portfolio, ranked #14.

Francois Rochon first reported a position in IBP in Q4 2021 and has held it in 19 quarters since. The position peaked at $135M in Q4 2025. 425 funds tracked by Wall St. Rank hold IBP as of Q2 2026.

  • Francois Rochon held 397,662 shares of Installed Building Products worth $91.4M as of Q2 2026.
  • Francois Rochon sold 6,003 Installed Building Products shares in Q2 2026, an estimated $1.46M.
  • Installed Building Products made up 3.07% of Francois Rochon's portfolio in Q2 2026, its #14 holding.
  • Francois Rochon first reported a position in Installed Building Products in Q4 2021 and has held it in 19 quarters since.
  • Francois Rochon's Installed Building Products position peaked at $135M in Q4 2025.
  • 425 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2026.

Based on Giverny Capital's 13F filing for Q2 2026, filed 14 Aug 2026.