Installed Building Products (IBP) Grows Revenue While Margins Quietly Slip
On August 6, Installed Building Products (NYSE:IBP) reported second-quarter results that told two different stories at once.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Giverny Capital Francois Rochon | 397,662 | $91,398,634 | -2% | 3.07% |
| 2. | BAMCO Inc. Ron Baron | 198,310 | $45,579,570 | +1% | 0.07% |
| 3. | First Eagle Investment Management Jean-Marie Eveillard | 127,563 | $29,319,080 | +100% | 0.04% |
| 4. | SummitTX Capital Caroline Cooley | 57,316 | $13,173,509 | 0.34% | |
| 5. | Lighthouse Investment Partners Sean Mcgould | 40,077 | $9,211,251 | 0.25% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $206.74 | 155 | $32,044.70 | 34,209 | 2026-06-11 | Filing | |
| $205.52 | 80 | $16,441.60 | 34,054 | 2026-06-11 | Filing | |
| $204.32 | 20 | $4,086.40 | 33,974 | 2026-06-11 | Filing | |
| $202.73 | 99 | $20,070.27 | 33,954 | 2026-06-11 | Filing | |
| $201.91 | 133 | $26,854.03 | 33,855 | 2026-06-11 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $237.06 | 1,086 | $257,447.16 | 5,142 | 2026-09-03 | Filing | |
| $293.31 | 1,410 | $413,567.10 | 5,373 | 2026-03-09 | Filing | |
| $299.31 | 2,000 | $598,620.00 | 7,413 | 2026-03-09 | Filing | |
| $314.06 | 400,000 | $125,624,000.00 | 1,727,819 | 2026-03-03 | Filing | |
| $268.28 | 2,001 | $536,831.88 | 8,373 | 2025-11-26 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,590,297 | $1,055,033,953 | 0.02% | |
| 2. | 1,840,712 | $423,069,400 | 1.31% | |
| 3. | 1,399,009 | $321,548,229 | 0.01% | |
| 4. | 1,225,859 | $281,747,594 | 0.01% | |
| 5. | 1,028,081 | $236,294,137 | 0.01% |