Francois Rochon
Giverny Capital
Francois Rochon Installed Building Products Inc stake
total: 126
Giverny Capital IBP trades
- Total transactions:
- 19
- New positions:
- 1
- Added:
- 15
- Reduced:
- 3
- Held since:
- 2021 Q4
- Held for:
- 19 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Francois Rochon holds 397,662 Installed Building Products Inc (IBP) shares with a market value of roughly $91.40M accounting for 3.07% of the overall portfolio. To date, the estimated cost basis is nearly $123.06 for "buy" trades and estimated average "sell" price is $262.46. Giverny Capital first purchased IBP in 2021 Q4, initially acquiring 157,758 shares. Since the initial investment in Installed Building Products Inc (IBP), Giverny Capital has made 18 more transactions.
When did Francois Rochon buy Installed Building Products Inc (IBP)?
Francois Rochon first invested in Installed Building Products Inc (IBP) in 2021 Q4 at the reported quarter-end price of $139.72 per share.
What's the cost basis of Giverny Capital's IBP stake?
The estimated cost basis for Installed Building Products Inc (IBP) stake is around $123.06 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $123.06
- Weighted AVG sell price:
- $262.46
Francois Rochon's historical trades in Installed Building Products Inc
19 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
3.07%
|
397,662
|
$229.84
|
$91,398,634
|
-1.49% (-6,003)
|
-0.05%
|
|
2026 Q1
|
3.92%
|
403,665
|
$265.15
|
$107,031,775
|
-22.26% (-115,571)
|
-1.02%
|
|
2025 Q4
|
4.49%
|
519,236
|
$259.39
|
$134,684,626
|
+0.87% (+4,500)
|
+0.04%
|
|
2025 Q3
|
4.30%
|
514,736
|
$246.66
|
$126,964,782
|
+0.05% (+277)
|
+0%
|
|
2025 Q2
|
3.18%
|
514,459
|
$180.32
|
$92,767,247
|
+1.26% (+6,386)
|
+0.04%
|
|
2025 Q1
|
3.21%
|
508,073
|
$171.46
|
$87,114,197
|
+0.66% (+3,338)
|
+0.02%
|
|
2024 Q4
|
3.23%
|
504,735
|
$175.25
|
$88,454,809
|
+3.62% (+17,620)
|
+0.11%
|
|
2024 Q3
|
4.56%
|
487,115
|
$246.27
|
$119,961,811
|
+3.30% (+15,563)
|
+0.15%
|
|
2024 Q2
|
4.10%
|
471,552
|
$205.68
|
$96,988,815
|
+0.97% (+4,540)
|
+0.04%
|
|
2024 Q1
|
4.91%
|
467,012
|
$258.73
|
$120,830,015
|
+2.54% (+11,586)
|
+0.12%
|
|
2023 Q4
|
3.91%
|
$182.82
|
+5.20% (+22,528)
|
|||
|
2023 Q3
|
2.93%
|
$124.89
|
+1.06% (+4,542)
|
|||
|
2023 Q2
|
3.16%
|
$140.16
|
+1.00% (+4,247)
|
|||
|
2023 Q1
|
2.91%
|
$114.03
|
+2.61% (+10,789)
|
|||
|
2022 Q4
|
2.19%
|
$85.60
|
-0.16% (-654)
|
|||
|
2022 Q3
|
2.27%
|
$80.99
|
+1.49% (+6,081)
|
|||
|
2022 Q2
|
2.23%
|
$83.16
|
+2.58% (+10,269)
|
|||
|
2022 Q1
|
1.90%
|
$84.49
|
+152.05% (+239,866)
|
|||
|
2021 Q4
|
1.18%
|
$139.72
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.