Goodnow Investment Group’s Installed Building Products IBP Stock Holding History

Goodnow Investment Group’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 Q2	–	Sell	-27,460	Closed	-$4.71M	–	26
2025 Q1	$4.71M	Buy	27,460 +7,850	+40%	+$1.42M	0.51%	21
2024 Q4	$3.44M	Buy	+19,610	New	+$4.27M	0.34%	25
2024 Q1	–	Sell	-92,423	Closed	-$16.9M	–	27
2023 Q4	$16.9M	Buy	92,423 +20,737	+29%	+$2.91M	2.37%	16
2023 Q3	$8.95M	Buy	71,686 +320	+0.4%	+$45.2K	1.51%	17
2023 Q2	$10M	Sell	71,366 -1,090	-2%	-$128K	1.44%	17
2023 Q1	$8.26M	Buy	72,456 +260	+0.4%	+$28K	1.35%	17
2022 Q4	$6.18M	Buy	72,196 +21,950	+44%	+$1.85M	0.99%	13
2022 Q3	$4.07M	Buy	50,246 +10,270	+26%	+$950K	0.68%	16
2022 Q2	$3.32M	Sell	39,976 -190	-0.5%	-$16.2K	0.51%	18
2022 Q1	$3.39M	Buy	+40,166	New	+$4.25M	0.36%	18

Other funds holding IBP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goodnow Investment Group's IBP Position: Q2 2025 in Review

Goodnow Investment Group sold out of Installed Building Products (IBP) in Q2 2025, closing a stake of 27,460 shares — an estimated $4.71M sold.

Goodnow Investment Group first reported a position in IBP in Q1 2022 and held it in 10 quarters. The position peaked at $16.9M in Q4 2023. 361 funds tracked by Wall St. Rank hold IBP as of Q2 2025.

Goodnow Investment Group reported no remaining Installed Building Products position as of Q2 2025 after selling out during the quarter.
Goodnow Investment Group sold 27,460 Installed Building Products shares in Q2 2025, an estimated $4.71M.
Goodnow Investment Group first reported a position in Installed Building Products in Q1 2022 and held it in 10 quarters.
Goodnow Investment Group's Installed Building Products position peaked at $16.9M in Q4 2023.
361 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2025.

Based on Goodnow Investment Group's 13F filing for Q2 2025, filed 14 Aug 2025.