IBP (INSTALLED BLDG PRODS INC) is held by 2 tracked superinvestors with an aggregate position value of $108M based on the most recent SEC 13F filings. Top institutional holders include: Francois Rochon, Ray Dalio.

How much IBP do superinvestors hold in aggregate?

Across 2 tracked managers, superinvestors collectively report $108M in IBP positions worth 408,453 shares.

What is the largest holder of IBP?

The largest tracked holder of IBP is Francois Rochon (Giverny Capital) with 403,665 shares worth $107M, representing 3.92% of their portfolio.

← Top Holdings

IBPINSTALLED BLDG PRODS INC

CUSIP: 45780R101

Guru Owners

$108.3M

Total Value Held

408,453

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Francois Rochon	Giverny Capital	403665	$107.0M	3.92%	$265.15	Q1 2026
Ray Dalio	Bridgewater Associates	4788	$1.3M	0.01%	$265.15	Q1 2026

Francois Rochon

$107.0M

3.92%

Ray Dalio

$1.3M

0.01%

📊 Fundamentals

Market Cap$6.0B

P/E Ratio23.8x

Near market avg

Forward P/E19.9x

P/FCF18.9x

EPS (TTM)$9.35

Revenue (TTM)$2.9B

Profit Margin8.65%

Div Yield1.49%

Beta1.71

52-Week Range

$182.88

$349.00

Current: $222.19

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 23.8x trailing earnings → 19.9x forward · 8.6% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '262 owners · $108.3M

REDUCEDFrancois Rochon$107.0M

REDUCEDRay Dalio$1.3M

Q4 '252 owners · $137.2M

INCREASEDFrancois Rochon$134.7M

INCREASEDRay Dalio$2.5M

Q3 '252 owners · $127.6M

INCREASEDFrancois Rochon$127.0M

NEWRay Dalio$671K

SOLDPolen Capital

Q2 '252 owners · $93.5M

INCREASEDFrancois Rochon$92.8M

INCREASEDPolen Capital$782K

Q1 '252 owners · $89.8M

INCREASEDFrancois Rochon$87.1M

NEWPolen Capital$2.7M

Q4 '241 owners · $88.5M

INCREASEDFrancois Rochon$88.5M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

4%analyst est. 4.1%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

10.8%current: 10.8%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

IBP: Held by 2 superinvestors · 8 congress member trades

BUYDavid TaylorR

$1,001 - $15,0002026-01-29

SELLDavid TaylorR

$1,001 - $15,0002026-01-16

BUYDavid TaylorR

$1,001 - $15,0002025-11-03

SELLDavid TaylorR

$1,001 - $15,0002025-08-13

SELLDavid TaylorR

$1,001 - $15,0002025-08-07

BUYDavid TaylorR

$1,001 - $15,0002025-05-15

BUYDavid TaylorR

$1,001 - $15,0002025-02-05

SELLRob BresnahanR

$1,001 - $15,0002025-01-13