Jeremy Grantham's IBP Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 32,569 shares of Installed Building Products, Inc. (IBP) worth $8.45 M, representing 0.02% of the portfolio. First purchased in 2024-Q3, this short-term holding has been held for 6 quarters.
Based on 13F filings, Jeremy Grantham has maintained this position in IBP for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2025, adding 6,646 shares. Largest reduction occurred in Q4 2025, reducing 53,252 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Installed Building Products (IBP) Holding Value Over Time
Track share changes against reported price movement
Quarterly Installed Building Products (IBP) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -53,252 | Reduce 62.05% | 32,569 | $259.39 |
| Q3 2025 | -50,788 | Reduce 37.18% | 85,821 | $246.66 |
| Q2 2025 | +6,646 | Add 5.11% | 136,609 | $180.32 |
| Q1 2025 | -2,635 | Reduce 1.99% | 129,963 | $171.46 |
| Q4 2024 | +5,213 | Add 4.09% | 132,598 | $175.25 |
| Q3 2024 | +127,385 | New Buy | 127,385 | $246.27 |
Jeremy Grantham's Installed Building Products Investment FAQs
Jeremy Grantham first purchased Installed Building Products, Inc. (IBP) in Q3 2024, acquiring 127,385 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Installed Building Products, Inc. (IBP) for 6 quarters since Q3 2024.
Jeremy Grantham's largest addition to Installed Building Products, Inc. (IBP) was in Q3 2024, adding 127,385 shares worth $31.37 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 32,569 shares of Installed Building Products, Inc. (IBP), valued at approximately $8.45 M.
As of the Q4 2025 filing, Installed Building Products, Inc. (IBP) represents approximately 0.02% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Installed Building Products, Inc. (IBP) was 136,609 shares, as reported at the end of Q2 2025.