Giverny Capital Inc.: INSTALLED BLDG PRODS INC (IBP): Quarterly 13F Position History
As of Q1 2026, Giverny Capital Inc. reported 403,665 shares of INSTALLED BLDG PRODS INC (IBP), worth $107.0M and representing 3.9% of its 13F equity book. Quarter-over-quarter share count change: 115,571 (-22.3%) . The position first appeared in Q4 2021 and has been disclosed across 18 13F-HR filings in Pactolio's tracked window.
- 403,665Shares Held (Latest Filing)
- $107.0MReported Market Value (Latest Filing)
- 3.9%Portfolio Weight (% of 13F Equity Book)
- 115,571Quarter-over-Quarter Share Change
- -$27.7MQuarter-over-Quarter Value Change
- 519,236Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 18 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 403,665 | 115,571 | -22.3% | $107.0M | 3.9% | $265.1 |
| Q4 2025 | 519,236 | +4,500 | +0.9% | $134.7M | 4.5% | $259.4 |
| Q3 2025 | 514,736 | +277 | +0.1% | $127.0M | 3.9% | $246.7 |
| Q2 2025 | 514,459 | +6,386 | +1.3% | $92.8M | 3.2% | $180.3 |
| Q1 2025 | 508,073 | +3,338 | +0.7% | $87.1M | 3.2% | $171.5 |
| Q4 2024 | 504,735 | +17,620 | +3.6% | $88.5M | 3.2% | $175.3 |
| Q3 2024 | 487,115 | +15,563 | +3.3% | $120.0M | 4.6% | $246.3 |
| Q2 2024 | 471,552 | +4,540 | +1.0% | $97.0M | 4.1% | $205.7 |
| Q1 2024 | 467,012 | +11,586 | +2.5% | $120.8M | 4.9% | $258.7 |
| Q4 2023 | 455,426 | +22,528 | +5.2% | $83.3M | 3.9% | $182.8 |
| Q3 2023 | 432,898 | +4,542 | +1.1% | $54.1M | 2.9% | $124.9 |
| Q2 2023 | 428,356 | +4,247 | +1.0% | $60.0M | 3.2% | $140.2 |
| Q1 2023 | 424,109 | +10,789 | +2.6% | $48.4M | 2.9% | $114.0 |
| Q4 2022 | 413,320 | 654 | -0.2% | $35.4M | 2.2% | $85.6 |
| Q3 2022 | 413,974 | +6,081 | +1.5% | $33.5M | 2.3% | $81.0 |
| Q2 2022 | 407,893 | +10,269 | +2.6% | $33.9M | 2.2% | $83.2 |
| Q1 2022 | 397,624 | +239,866 | +152.0% | $33.6M | 1.9% | $84.5 |
| Q4 2021 | 157,758 | — | — | $22.0M | 1.2% | $139.7 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Giverny Capital Inc. first disclose a IBP position in 13F-HR filings?
Giverny Capital Inc. first reported INSTALLED BLDG PRODS INC (IBP) on its 13F-HR filing for the period ending 2021-12-31 (Q4 2021). The position has appeared on 18 reported quarters within Pactolio's tracked window.
What was Giverny Capital Inc.'s most recent quarter-over-quarter share-count change in IBP?
Between Q4 2025 and Q1 2026, Giverny Capital Inc. reduced its IBP position by 115,571 shares (-22.3%), leaving 403,665 shares at a market value of $107.0M.
Does the implied price-per-share represent Giverny Capital Inc.'s cost basis in IBP?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.