Corient Private Wealth LLC

Position in IBP — Installed Building Products, Inc.

CIK 1948780 MIAMI, FL

Position in IBP

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$1,174,252

-$86,005 QoQ

Shares Held

5,109

+7.5% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#180

of 424 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 9% Shared 0% None 91%

Consumer Cyclical · as of Jun 30, 2026

Corient Private Wealth LLC holds $127,004,721 across 13 Residential Construction names. IBP ranks #8 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVR	Nvr Inc	8,613	$58,683,813
2	PHM	Pultegroup Inc/Mi/	157,511	$21,612,084
3	DHI	Horton D R Inc /De/	102,884	$16,757,745
4	TOL	Toll Brothers, Inc.	63,030	$10,384,192
5	LEN	Lennar Corp /New/	86,608	$7,837,157
6	MHO	M/I Homes, Inc.	38,652	$6,214,855
7	CVCO	Cavco Industries, Inc.	4,883	$3,000,017
8	IBP	Installed Building Products, Inc. This page	5,109	$1,174,252

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,174,252	5,109	+7.5%	Shares	Sole	2026-08-17
2026-03-31	$1,260,257	4,753	-17.2%	Shares	Sole	2026-05-15
2025-12-31	$1,489,417	5,742	+19.3%	Shares	Sole	2026-03-09
2025-09-30	$1,187,174	4,813	+4.4%	Shares	Sole	2025-11-14
2025-06-30	$831,455	4,611	-1.2%	Shares	Sole	2025-09-26
2025-03-31	$799,860	4,665	+3.1%	Shares	Sole	2025-05-14
2024-12-31	$792,831	4,524	-30.5%	Shares	Sole	2025-02-10
2024-09-30	$1,602,724	6,508	+46.7%	Shares	Other	2024-11-12
2024-06-30	$912,190	4,435	-1.9%	Shares	Sole	2024-08-13
2024-03-31	$1,169,459	4,520	-1.1%	Shares	Sole	2024-05-09
2023-12-31	$835,670	4,571	+2.3%	Shares	Sole	2024-02-09
2023-09-30	$557,883	4,467	+0.1%	Shares	Sole	2023-11-03
2023-06-30	$625,534	4,463	+0.1%	Shares	Sole	2023-08-10
2023-03-31	$508,231	4,457	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.