Giverny Capital’s Installed Building Products IBP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92.8M | Buy |
514,459
+6,386
| +1% | +$1.15M | 3.18% | 13 |
|
|
2025
Q1 | $87.1M | Buy |
508,073
+3,338
| +0.7% | +$572K | 3.21% | 12 |
|
|
2024
Q4 | $88.5M | Buy |
504,735
+17,620
| +4% | +$3.09M | 3.23% | 12 |
|
|
2024
Q3 | $120M | Buy |
487,115
+15,563
| +3% | +$3.83M | 4.56% | 8 |
|
|
2024
Q2 | $97M | Buy |
471,552
+4,540
| +1% | +$934K | 4.1% | 10 |
|
|
2024
Q1 | $121M | Buy |
467,012
+11,586
| +3% | +$3M | 4.91% | 7 |
|
|
2023
Q4 | $83.3M | Buy |
455,426
+22,528
| +5% | +$4.12M | 3.91% | 11 |
|
|
2023
Q3 | $54.1M | Buy |
432,898
+4,542
| +1% | +$567K | 2.93% | 14 |
|
|
2023
Q2 | $60M | Buy |
428,356
+4,247
| +1% | +$595K | 3.16% | 14 |
|
|
2023
Q1 | $48.4M | Buy |
424,109
+10,789
| +3% | +$1.23M | 2.91% | 15 |
|
|
2022
Q4 | $35.4M | Sell |
413,320
-654
| -0.2% | -$56K | 2.19% | 15 |
|
|
2022
Q3 | $33.5M | Buy |
413,974
+6,081
| +1% | +$493K | 2.27% | 18 |
|
|
2022
Q2 | $33.9M | Buy |
407,893
+10,269
| +3% | +$854K | 2.23% | 18 |
|
|
2022
Q1 | $33.6M | Buy |
397,624
+239,866
| +152% | +$20.3M | 1.9% | 22 |
|
|
2021
Q4 | $22M | Buy |
+157,758
| New | +$22M | 1.18% | 25 |
|