Installed Building Products, Inc.
DE ˙ DB ˙ US45780R1014
171,00 € ↓ -3,00 (-1,72%)
2026-06-04
DEL PRIS
SecurityDE:2IL / Installed Building Products, Inc.
InstitutionGiverny Capital Inc.
ManagerFrancois Rochon
Latest Disclosed Ownership403,665 shares
Latest Disclosed Value $ 107,031,775
Giverny Capital Inc. reports 22.26% decrease in ownership of 2IL / Installed Building Products, Inc.

On May 15, 2026 - Giverny Capital Inc. filed a 13F-HR form disclosing ownership of 403,665 shares of Installed Building Products, Inc. (DE:2IL) valued at $92,842,950 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 519,236 shares of Installed Building Products, Inc.. This represents a change in shares of -22.26% during the quarter. The current value of the position is $69,026,715 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F INSTALLED BLDG PRODS COM 45780R101 403,665 -115,571 -22.26 107,032 -20.53 3.9186
2026-02-13 2025-12-31 13F INSTALLED BLDG PRODS COM 45780R101 519,236 4,500 0.87 134,685 6.08 4.4928
2025-11-17 2025-09-30 13F/A-2 INSTALLED BLDG PRODS COM 45780R101 514,736 277 0.05 126,965 36.86 4.3022
2025-11-14 2025-09-30 13F/A-1 INSTALLED BLDG PRODS COM 45780R101 514,736 277 126,965 4.0493
2025-11-14 2025-09-30 13F INSTALLED BLDG PRODS COM 45780R101 514,736 277 126,965 3.8931
2025-08-13 2025-06-30 13F INSTALLED BLDG PRODS COM 45780R101 514,459 6,386 1.26 92,767 6.49 3.1815
2025-08-12 2025-03-31 13F/A-1 INSTALLED BLDG PRODS COM 45780R101 508,073 3,338 0.66 87,114 -1.51 3.2114
2025-05-13 2025-03-31 13F INSTALLED BLDG PRODS COM 45780R101 508,073 3,338 87,114 3.2112
2025-08-12 2024-12-31 13F/A-1 INSTALLED BLDG PRODS COM 45780R101 504,735 17,620 3.62 88,455 -26.26 3.2330
2025-02-13 2024-12-31 13F INSTALLED BLDG PRODS COM 45780R101 504,735 17,620 88,455 3.2329
2024-11-13 2024-09-30 13F INSTALLED BLDG PRODS COM 45780R101 487,115 15,563 3.30 119,962 23.69 4.5606
2024-08-14 2024-06-30 13F INSTALLED BLDG PRODS COM 45780R101 471,552 4,540 0.97 96,989 -19.73 4.0981
2024-05-13 2024-03-31 13F INSTALLED BLDG PRODS COM 45780R101 467,012 11,586 2.54 120,830 45.12 4.9134
2024-02-09 2023-12-31 13F INSTALLED BLDG PRODS COM 45780R101 455,426 22,528 5.20 83,261 54.00 3.9134
2024-01-25 2023-09-30 13F/A-1 INSTALLEDBLDGPRODSINC COM 45780R101 432,898 4,542 1.06 54,065 -9.95 2.9347
2023-11-13 2023-09-30 13F INSTALLED BLDG PRODS COM 45780R101 432,898 4,542 54,065 2.9366
2023-08-07 2023-06-30 13F INSTALLED BLDG PRODS COM 45780R101 428,356 4,247 1.00 60,038 24.15 3.1588
2023-05-12 2023-03-31 13F INSTALLED BLDG PRODS COM 45780R101 424,109 10,789 2.61 48,361 36.69 2.9132
2023-05-17 2022-12-31 13F/A-1 INSTALLED BLDG PRODS COM 45780R101 413,320 -654 -0.16 35,380 5.52 2.1871
2023-02-10 2022-12-31 13F INSTALLED BLDG PRODS COM 45780R101 413,320 -654 35 2.1871
2022-11-14 2022-09-30 13F INSTALLED BLDG PRODS COM 45780R101 413,974 6,081 1.49 33,528 -1.16 2.2708
2022-08-12 2022-06-30 13F INSTALLED BLDG PRODS COM 45780R101 407,893 10,269 2.58 33,920 0.97 2.2349
2022-05-12 2022-03-31 13F INSTALLED BLDG PRODS COM 45780R101 397,624 239,866 152.05 33,595 52.41 1.8964
2022-02-11 2021-12-31 13F INSTALLED BLDG PRODS COM 45780R101 157,758 157,758 22,042 1.1759
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.