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Heron Bay Capital Management’s Installed Building Products IBP Stock Holding History

Heron Bay Capital Management’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 		$11.4M Sell
49,384
-1,181
-2% -$287K 1.03% 30
2026
Q1 		$13.4M Buy
50,565
+31,254
+162% +$9.36M 1.24% 28
2025
Q4 		$5.01M Sell
19,311
-1
-0% -$259 0.96% 30
2025
Q3 		$4.76M Sell
19,312
-129
-0.7% -$30.6K 0.89% 32
2025
Q2 		$3.51M Buy
+19,441
New +$3.24M 0.69% 38

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

Heron Bay Capital Management's IBP Position: Q2 2026 in Review

Heron Bay Capital Management reduced its Installed Building Products (IBP) stake by 2.3% in Q2 2026, selling an estimated $287K and leaving 49,384 shares worth $11.4M. The position accounts for 1.03% of the portfolio, ranked #30.

Heron Bay Capital Management first reported a position in IBP in Q2 2025 and has held it in 5 quarters since. The position peaked at $13.4M in Q1 2026. 428 funds tracked by Wall St. Rank hold IBP as of Q2 2026.

  • Heron Bay Capital Management held 49,384 shares of Installed Building Products worth $11.4M as of Q2 2026.
  • Heron Bay Capital Management sold 1,181 Installed Building Products shares in Q2 2026, an estimated $287K.
  • Installed Building Products made up 1.03% of Heron Bay Capital Management's portfolio in Q2 2026, its #30 holding.
  • Heron Bay Capital Management first reported a position in Installed Building Products in Q2 2025 and has held it in 5 quarters since.
  • Heron Bay Capital Management's Installed Building Products position peaked at $13.4M in Q1 2026.
  • 428 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2026.

Based on Heron Bay Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.