Francois Rochon's IBP Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 519,236 shares of Installed Building Products, Inc. (IBP) worth $134.68 M, representing 4.49% of the portfolio. First purchased in 2021-Q4, this medium-term investment has been held for 17 quarters.
Based on 13F filings, Francois Rochon has maintained a strategic position in IBP, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2022, adding 239,866 shares. Largest reduction occurred in Q4 2022, reducing 654 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 |
|---|---|---|---|---|
| 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 |
Francois Rochon's Installed Building Products Investment FAQs
Francois Rochon first purchased Installed Building Products, Inc. (IBP) in Q4 2021, acquiring 157,758 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 17 quarters since Q4 2021.
Francois Rochon's largest addition to Installed Building Products, Inc. (IBP) was in Q1 2022, adding 397,624 shares worth $33.6 M.
According to the latest 13F filing for Q4 2025, Francois Rochon's firm, Giverny Capital Inc., owns 519,236 shares of Installed Building Products, Inc. (IBP), valued at approximately $134.68 M.
As of the Q4 2025 filing, Installed Building Products, Inc. (IBP) represents approximately 4.49% 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.