First Eagle Investment Management, LLC
Position in IBP — Installed Building Products, Inc.
CIK 1325447
NEW YORK, NY
Position in IBP
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$16,927,971
+$1,108,295 QoQ
Shares Held
63,843
+4.7% QoQ
Ownership
0.237%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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, 2026First Eagle Investment Management, LLC holds $55,117,112 across 6 Residential Construction names. IBP ranks #1 (30.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBP |
Installed Building Products, Inc.
This page
|
63,843 | $16,927,971 | |
| 2 | TMHC |
Taylor Morrison Home Corp
|
240,154 | $13,986,568 | |
| 3 | BZH |
Beazer Homes USA Inc
|
694,671 | $13,365,469 | |
| 4 | SKY |
Champion Homes, Inc.
|
136,171 | $10,127,036 | |
| 5 | PHM |
Pultegroup Inc/Mi/
|
3,031 | $356,475 | |
| 6 | TOL |
Toll Brothers, Inc.
|
2,591 | $353,593 |
All Filings in IBP
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,927,971 | 63,843 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $15,819,676 | 60,988 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $15,117,297 | 61,288 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,275,824 | 68,078 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $12,007,000 | 70,028 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $10,432,282 | 59,528 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $11,877,109 | 48,228 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,364,199 | 45,528 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $12,224,475 | 47,248 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,615,890 | 36,188 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,042,814 | 32,371 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,456,387 | 31,795 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||