TwinBeech Capital’s Installed Building Products IBP Stock Holding History

TwinBeech Capital’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 Q4	–	Sell	-27,631	Closed	-$6.82M	–	716
2025 Q3	$6.82M	Buy	+27,631	New	+$6.56M	0.27%	118
2023 Q4	–	Sell	-54,656	Closed	-$6.83M	–	756
2023 Q3	$6.83M	Buy	+54,656	New	+$7.72M	0.13%	212
2021 Q4	–	Sell	-3,736	Closed	-$400K	–	673
2021 Q3	$400K	Buy	+3,736	New	+$445K	0.03%	464

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

TAM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Giverny Capital Montreal, Quebec, Canada $2.73B AUM 14.09% 1-Year Est. Return

TwinBeech Capital's IBP Position: Q4 2025 in Review

TwinBeech Capital sold out of Installed Building Products (IBP) in Q4 2025, closing a stake of 27,631 shares — an estimated $6.82M sold.

TwinBeech Capital first reported a position in IBP in Q3 2021 and held it in 3 quarters. The position peaked at $6.83M in Q3 2023. 435 funds tracked by Wall St. Rank hold IBP as of Q4 2025.

TwinBeech Capital reported no remaining Installed Building Products position as of Q4 2025 after selling out during the quarter.
TwinBeech Capital sold 27,631 Installed Building Products shares in Q4 2025, an estimated $6.82M.
TwinBeech Capital first reported a position in Installed Building Products in Q3 2021 and held it in 3 quarters.
TwinBeech Capital's Installed Building Products position peaked at $6.83M in Q3 2023.
435 funds tracked by Wall St. Rank held Installed Building Products as of Q4 2025.

Based on TwinBeech Capital's 13F filing for Q4 2025, filed 17 Feb 2026.