Giverny Capital — IBP Trade History
Quarter-by-quarter changes in the INSTALLED BLDG PRODS INC position · CUSIP 45780R101
Currently held · 2 YearsFirst seen: 2021 Q4
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-26 | Reduce | 397,662 | -6,003 | -1.5% | $91.4M | 3.07% |
| 2026 Q1 | 2026-05-15 | Reduce | 403,665 | -115,571 | -22.3% | $107.0M | 3.92% |
| 2025 Q4 | 2026-02-13 | Add | 519,236 | 4,500 | +0.9% | $134.7M | 4.49% |
| 2025 Q3 | 2025-11-17 | Add | 514,736 | 277 | +0.1% | $127.0M | 4.30% |
| 2025 Q2 | 2025-08-13 | Add | 514,459 | 9,724 | +1.9% | $92.8M | 3.18% |
| 2024 Q4 | 2025-08-12 | Reduce | 504,735 | -3,338 | -0.7% | $88.5M | 3.23% |
| 2025 Q1 | 2025-08-12 | Add | 508,073 | 20,958 | +4.3% | $87.1M | 3.21% |
| 2024 Q3 | 2024-11-13 | New | 487,115 | 487,115 | — | $120.0M | 4.56% |
| 2023 Q4 | 2024-08-23 | — | — | — | — | — | — |
| 2024 Q1 | 2024-08-20 | Sold out | — | -471,552 | -100.0% | — | — |
| 2024 Q2 | 2024-08-14 | Add | 471,552 | 38,654 | +8.9% | $97.0M | 4.10% |
| 2023 Q3 | 2024-01-25 | Add | 432,898 | 4,542 | +1.1% | $54.1M | 2.94% |
| 2023 Q2 | 2023-08-07 | Add | 428,356 | 15,036 | +3.6% | $60.0M | 3.16% |
| 2022 Q4 | 2023-05-17 | Reduce | 413,320 | -10,789 | -2.5% | $35.4M | 2.19% |
| 2023 Q1 | 2023-05-12 | Add | 424,109 | 10,135 | +2.4% | $48.4M | 2.91% |
| 2022 Q3 | 2022-11-14 | Add | 413,974 | 6,081 | +1.5% | $33.5M | 2.27% |
| 2022 Q2 | 2022-08-12 | Add | 407,893 | 10,269 | +2.6% | $33.9M | 2.23% |
| 2022 Q1 | 2022-05-12 | Add | 397,624 | 239,866 | +152.0% | $33.6M | 1.90% |
| 2021 Q4 | 2022-02-11 | New | 157,758 | 157,758 | — | $22.0M | 1.18% |
| 2021 Q3 | 2021-11-15 | — | — | — | — | — | — |
| 2021 Q2 | 2021-08-13 | — | — | — | — | — | — |
| 2021 Q1 | 2021-05-17 | — | — | — | — | — | — |
| 2020 Q4 | 2021-02-16 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-13 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-07 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-15 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-07 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-14 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-13 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-14 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-13 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-13 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-14 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-11 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-13 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-13 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-04 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-11 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-10 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-08 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.