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IBP —
INSTALLED BLDG PRODS INC
CUSIP: 45780R101 · Held by 5 superinvestors · Combined value: $165,981,845
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Francois Rochon | 4.5% | $134,684,626 | 519,236 | ADD | +4,500 |
| 2 | First Eagle Investment Mgmt | 0.0% | $15,819,677 | 60,988 | REDUCE | -300 |
| 3 | Ken Griffin | 0.0% | $8,369,218 | 32,265 | REDUCE | -22,282 |
| 4 | Jim Simons | 0.0% | $4,570,452 | 17,620 | NEW BUY | +17,620 |
| 5 | Ray Dalio | 0.0% | $2,537,872 | 9,784 | ADD | +7,064 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Jim Simons | NEW BUY | +17,620 | New |
| Francois Rochon | ADD | +4,500 | +0.9% |
| Ray Dalio | ADD | +7,064 | +259.7% |
| First Eagle Investment Mgmt | REDUCE | -300 | -0.5% |
| Ken Griffin | REDUCE | -22,282 | -40.8% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Ray Dalio | NEW BUY | +2,720 | New |
| Francois Rochon | ADD | +277 | +0.1% |
| Ken Griffin | ADD | +40,247 | +281.4% |
| First Eagle Investment Mgmt | REDUCE | -6,790 | -10.0% |
| Polen Capital | SOLD | -4,335 | Exit |
Who Owns IBP? Superinvestor Holdings
INSTALLED BLDG PRODS INC is held by 5 tracked superinvestors, with a combined position value of $166 million . The largest positions are held by Francois Rochon (4.5% of portfolio), First Eagle Investment Mgmt (0.0% of portfolio), Ken Griffin (0.0% of portfolio).
In the most recent quarter, 3 superinvestors added or initiated positions while 2 reduced or exited.