Leeward Investments’s Installed Building Products IBP Stock Holding History

Leeward Investments’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	$18.8M	Sell	81,584 -1,790	-2%	-$435K	0.85%	42
2026 Q1	$22.1M	Sell	83,374 -2,305	-3%	-$690K	1.09%	23
2025 Q4	$22.2M	Sell	85,679 -430	-0.5%	-$111K	1.12%	22
2025 Q3	$21.2M	Sell	86,109 -1,866	-2%	-$443K	1.09%	19
2025 Q2	$15.9M	Sell	87,975 -4,105	-4%	-$683K	0.84%	39
2025 Q1	$15.8M	Buy	92,080 +24,400	+36%	+$4.4M	0.84%	36
2024 Q4	$11.9M	Sell	67,680 -5,298	-7%	-$1.15M	0.59%	72
2024 Q3	$18M	Buy	+72,978	New	+$16.5M	0.83%	41

Other funds holding IBP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Leeward Investments's IBP Position: Q2 2026 in Review

Leeward Investments reduced its Installed Building Products (IBP) stake by 2.1% in Q2 2026, selling an estimated $435K and leaving 81,584 shares worth $18.8M. The position accounts for 0.85% of the portfolio, ranked #42.

Leeward Investments first reported a position in IBP in Q3 2024 and has held it in 8 quarters since. The position peaked at $22.2M in Q4 2025. 428 funds tracked by Wall St. Rank hold IBP as of Q2 2026.

Leeward Investments held 81,584 shares of Installed Building Products worth $18.8M as of Q2 2026.
Leeward Investments sold 1,790 Installed Building Products shares in Q2 2026, an estimated $435K.
Installed Building Products made up 0.85% of Leeward Investments's portfolio in Q2 2026, its #42 holding.
Leeward Investments first reported a position in Installed Building Products in Q3 2024 and has held it in 8 quarters since.
Leeward Investments's Installed Building Products position peaked at $22.2M in Q4 2025.
428 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2026.

Based on Leeward Investments's 13F filing for Q2 2026, filed 30 Jul 2026.