Fuller & Thaler Asset Management’s Installed Building Products IBP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$47M	Buy	177,367 +59,973	+51%	+$18M	0.16%	204
2025 Q4	$30.5M	Sell	117,394 -20,619	-15%	-$5.33M	0.1%	243
2025 Q3	$34M	Sell	138,013 -309,335	-69%	-$73.5M	0.12%	231
2025 Q2	$80.7M	Sell	447,348 -191,924	-30%	-$31.9M	0.29%	123
2025 Q1	$110M	Sell	639,272 -34,869	-5%	-$6.29M	0.43%	72
2024 Q4	$118M	Sell	674,141 -18,855	-3%	-$4.1M	0.45%	70
2024 Q3	$171M	Sell	692,996 -953	-0.1%	-$216K	0.67%	41
2024 Q2	$143M	Sell	693,949 -514	-0.1%	-$116K	0.61%	42
2024 Q1	$180M	Buy	694,463 +40,458	+6%	+$8.67M	0.78%	25
2023 Q4	$120M	Sell	654,005 -1,214	-0.2%	-$170K	0.61%	51
2023 Q3	$81.8M	Buy	655,219 +179,004	+38%	+$25.3M	0.47%	80
2023 Q2	$66.7M	Buy	476,215 +1,203	+0.3%	+$142K	0.38%	98
2023 Q1	$54.2M	Buy	+475,012	New	+$51.2M	0.31%	111
2017 Q3	–	Sell	-2,500	Closed	-$132K	–	729
2017 Q2	$132K	Buy	+2,500	New	+$129K	﹤0.01%	498