Giverny Capital’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	$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