IBP
Installed Building Products
3 super-investors hold IBP worth a combined $137M. The largest position: Francois Rochon at 3.9% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 24 — ranked #569 of 724 scored stocks.
Why super-investors own IBP
Francois Rochon is the dominant conviction holder here, carrying IBP at 3.9% of his portfolio — a $107M position that dwarfs the combined $30M held by First Eagle Investment Management and Joel Greenblatt, both of whom register near-zero concentration. Cohort ownership has been locked at a single active advocate for eight consecutive quarters, with First Eagle and Greenblatt appearing as marginal rather than thesis-driven holders. The one notable move in 2026Q1 is a trim by Rochon, suggesting mild position-sizing discipline rather than a change in view, but the directional signal is worth noting. Broader super-investor interest in IBP shows no signs of expanding; the cohort count has never moved off one over the observed period.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2021Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Francois Rochon | 3.9% | 18q | $107M | 403,665 |
| 2 | First Eagle Investment Management | <0.1% | 12q | $17M | 63,843 |
| 3 | Joel Greenblatt | <0.1% | 32q | $13M | 50,015 |
Owners of IBP also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Francois Rochon | TRIM | 3.9% | -22% | $107M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 45780R101. Not investment advice.