Question 1

Does Giverny Capital own IBP stock?

Accepted Answer

Yes. As of its Q3 2026 13F, Giverny Capital holds 381,695 shares of IBP (Installed Building Products), worth $73.2M.

Question 2

How many shares of IBP does Giverny Capital own?

Accepted Answer

As of its Q3 2026 13F, Giverny Capital holds 381,695 shares of IBP (Installed Building Products).

Question 3

What is Giverny Capital's IBP position worth?

Accepted Answer

As of its Q3 2026 13F, Giverny Capital's IBP position is worth $73.2M.

Question 4

Is Giverny Capital buying or selling IBP?

Accepted Answer

In Q3 2026, Giverny Capital reduced its IBP position by 15,967 shares (-4.0%).

Question 5

When did Giverny Capital first buy IBP?

Accepted Answer

Giverny Capital first reported IBP in its Q4 2021 13F and has listed it in 20 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q3 Latest	Decreased	381,695	-4.0%	$73.2M	2.5%	$191.88	0
2026-Q2	Decreased	397,662	-1.5%	$91.4M	3.1%	$229.39	0
2026-Q1	Decreased	403,665	-22.3%	$107M	3.9%	$264.14	0
2025-Q4	Increased	519,236	+0.9%	$134.7M	4.5%	$256.32	57
2025-Q3	Increased	514,736	+0.1%	$127M	4.3%	$243.41	55
2025-Q2	Increased	514,459	+1.3%	$92.8M	3.2%	$177.70	55
2025-Q1	Increased	508,073	+0.7%	$87.1M	3.2%	$168.60	55
2024-Q4	Increased	504,735	+3.6%	$88.5M	3.2%	$170.21	57
2024-Q3	Increased	487,115	+3.3%	$120M	4.6%	$238.78	57
2024-Q2	Increased	471,552	+1.0%	$97M	4.1%	$199.09	56
2024-Q1	Increased	467,012	+2.5%	$120.8M	4.9%	$250.05	57
2023-Q4	Increased	455,426	+5.2%	$83.3M	3.9%	$175.26	58
2023-Q3	Increased	432,898	+1.1%	$54.1M	2.9%	$119.49	51
2023-Q2	Increased	428,356	+1.0%	$60M	3.2%	$133.77	54
2023-Q1	Increased	424,109	+2.6%	$48.4M	2.9%	$108.53	51
2022-Q4	Decreased	413,320	-0.2%	$35.4M	2.2%	$80.56	0
2022-Q3	Increased	413,974	+1.5%	$33.5M	2.3%	$75.96	50
2022-Q2	Increased	407,893	+2.6%	$33.9M	2.2%	$77.71	51
2022-Q1	Increased	397,624	+152.1%	$33.6M	1.9%	$78.66	73
2021-Q4	New	157,758	-	$22M	1.2%	$128.49	65