Francois Rochon's IBP Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 397,662 shares of Installed Building Products, Inc. (IBP) worth $91.4 M, representing 3.07% of the portfolio. First purchased in 1970-Q1, this long-term strategic position has been held for 226 quarters.
Based on 13F filings since 2013, Francois Rochon has maintained a long-term strategic position in IBP, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2022, adding 239,866 shares. Largest reduction occurred in Q4 2021, reducing 239,904 shares.
Analysis based on 13F filings available since 2013 Q2
Francois Rochon's Installed Building Products (IBP) Holding Value Over Time
Track share changes against reported price movement
Quarterly Installed Building Products (IBP) Trades by Francois Rochon
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -6,003 | Reduce 1.49% | 397,662 | $229.84 |
| Q1 2026 | -115,571 | Reduce 22.26% | 403,665 | $265.15 |
| Q4 2025 | +4,500 | Add 0.87% | 519,236 | $259.39 |
| Q3 2025 | +277 | Add 0.05% | 514,736 | $246.66 |
| Q2 2025 | +6,386 | Add 1.26% | 514,459 | $180.32 |
| Q1 2025 | +3,338 | Add 0.66% | 508,073 | $171.46 |
| Q4 2024 | +17,620 | Add 3.62% | 504,735 | $175.25 |
| Q3 2024 | +15,563 | Add 3.30% | 487,115 | $246.27 |
| Q2 2024 | +4,540 | Add 0.97% | 471,552 | $205.68 |
| Q1 2024 | +11,586 | Add 2.54% | 467,012 | $258.73 |
| Q4 2023 | +22,528 | Add 5.20% | 455,426 | $182.82 |
| Q3 2023 | +4,542 | Add 1.06% | 432,898 | $124.89 |
| Q2 2023 | +4,247 | Add 1.00% | 428,356 | $140.16 |
| Q1 2023 | +10,789 | Add 2.61% | 424,109 | $114.03 |
| Q4 2022 | -654 | Reduce 0.16% | 413,320 | $85.60 |
| Q3 2022 | +6,081 | Add 1.49% | 413,974 | $80.99 |
| Q2 2022 | +10,269 | Add 2.58% | 407,893 | $83.16 |
| Q1 2022 | +239,866 | Add 152.05% | 397,624 | $84.49 |
| Q4 2021 | +157,758 | New Buy | 157,758 | $139.72 |
| Q1 1970 | +397,662 | Add 0.00% | 397,662 | $229.84 |
Francois Rochon's Installed Building Products Investment FAQs
Francois Rochon first purchased Installed Building Products, Inc. (IBP) in Q1 1970, acquiring 397,662 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon has held Installed Building Products, Inc. (IBP) for 226 quarters since Q1 1970.
Francois Rochon's largest addition to Installed Building Products, Inc. (IBP) was in Q1 1970, adding 397,662 shares worth $91.4 M.
According to the latest 13F filing for Q2 2026, Francois Rochon's firm, Giverny Capital Inc., owns 397,662 shares of Installed Building Products, Inc. (IBP), valued at approximately $91.4 M.
As of the Q2 2026 filing, Installed Building Products, Inc. (IBP) represents approximately 3.07% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings.
Francois Rochon's peak holding in Installed Building Products, Inc. (IBP) was 519,236 shares, as reported at the end of Q4 2025.