TIMUCUAN ASSET MANAGEMENT INC/FL
Position in IBP — Installed Building Products, Inc.
CIK 1034541
JACKSONVILLE, FL
Position in IBP
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$219,243,785
+$1,137,260 QoQ
Shares Held
826,867
-1.7% QoQ
Ownership
3.07%
of shares outstanding
% of Portfolio
9.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBP Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026TIMUCUAN ASSET MANAGEMENT INC/FL holds $294,374,437 across 2 Residential Construction names. IBP ranks #1 (74.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBP |
Installed Building Products, Inc.
This page
|
826,867 | $219,243,785 | |
| 2 | NVR |
Nvr Inc
|
11,401 | $75,130,652 |
All Filings in IBP
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $219,243,785 | 826,867 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $218,106,525 | 840,844 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $212,270,662 | 860,580 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $156,261,164 | 866,577 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $85,786,067 | 500,327 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||