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Timucuan Asset Management’s Installed Building Products IBP Stock Holding History

Timucuan Asset 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 		$150M Sell
652,368
-174,499
-21% -$42.4M 5.52% 10
2026
Q1 		$219M Sell
826,867
-13,977
-2% -$4.19M 8.07% 2
2025
Q4 		$218M Sell
840,844
-19,736
-2% -$5.1M 7.08% 6
2025
Q3 		$212M Sell
860,580
-5,997
-0.7% -$1.42M 6.22% 7
2025
Q2 		$156M Buy
866,577
+366,250
+73% +$60.9M 4.57% 11
2025
Q1 		$85.8M Buy
+500,327
New +$90.3M 2.67% 16

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Timucuan Asset Management's IBP Position: Q2 2026 in Review

Timucuan Asset Management reduced its Installed Building Products (IBP) stake by 21% in Q2 2026, selling an estimated $42.4M and leaving 652,368 shares worth $150M. The position accounts for 5.52% of the portfolio, ranked #10.

Timucuan Asset Management first reported a position in IBP in Q1 2025 and has held it in 6 quarters since. The position peaked at $219M in Q1 2026. 428 funds tracked by Wall St. Rank hold IBP as of Q2 2026.

  • Timucuan Asset Management held 652,368 shares of Installed Building Products worth $150M as of Q2 2026.
  • Timucuan Asset Management sold 174,499 Installed Building Products shares in Q2 2026, an estimated $42.4M.
  • Installed Building Products made up 5.52% of Timucuan Asset Management's portfolio in Q2 2026, its #10 holding.
  • Timucuan Asset Management first reported a position in Installed Building Products in Q1 2025 and has held it in 6 quarters since.
  • Timucuan Asset Management's Installed Building Products position peaked at $219M in Q1 2026.
  • 428 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2026.

Based on Timucuan Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.