Giverny Capital Inc.

Position in IBP — Installed Building Products, Inc.

CIK 1641864 MONTREAL, A8

Position in IBP

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$107,031,774

-$27,652,852 QoQ

Shares Held

403,665

-22.3% QoQ

Ownership

1.50%

of shares outstanding

% of Portfolio

4.65%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

18 quarters on record

Consumer Cyclical · as of Mar 31, 2026

Giverny Capital Inc. holds $196,963,185 across 2 Residential Construction names. IBP ranks #1 (54.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	IBP	Installed Building Products, Inc. This page	403,665	$107,031,774
2	NVR	Nvr Inc	13,647	$89,931,411

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$107,031,774	403,665	-22.3%	Shares	Defined	2026-05-15
2025-12-31	$134,684,626	519,236	+0.9%	Shares	Defined	2026-02-13
2025-09-30	$126,964,781	514,736	+0.1%	Shares	Defined	2025-11-17
2025-06-30	$92,767,246	514,459	+1.3%	Shares	Defined	2025-08-13
2025-03-31	$87,114,196	508,073	+0.7%	Shares	Defined	2025-08-12
2024-12-31	$88,454,808	504,735	+3.6%	Shares	Defined	2025-08-12
2024-09-30	$119,961,811	487,115	+3.3%	Shares	Defined	2024-11-13
2024-06-30	$96,988,815	471,552	+1.0%	Shares	Defined	2024-08-14
2024-03-31	$120,830,014	467,012	+2.5%	Shares	Defined	2024-05-13
2023-12-31	$83,260,981	455,426	+5.2%	Shares	Defined	2024-02-09
2023-09-30	$54,064,631	432,898	+1.1%	Shares	Defined	2024-01-25
2023-06-30	$60,038,376	428,356	+1.0%	Shares	Defined	2023-08-07
2023-03-31	$48,361,149	424,109	+2.6%	Shares	Defined	2023-05-12
2022-12-31	$35,380,192	413,320	-0.2%	Shares	Defined	2023-05-17
2022-09-30	$33,527,754	413,974	+1.5%	Shares	Defined	2022-11-14
2022-06-30	$33,920,381	407,893	+2.6%	Shares	Defined	2022-08-12
2022-03-31	$33,595,251	397,624	+152.0%	Shares	Defined	2022-05-12
2021-12-31	$22,041,947	157,758	—	Shares	Defined	2022-02-11
No filing history on record for this holder in this stock.