All companies
Installed Building Products logo

What smart money is saying about Installed Building ProductsUnited States flag

IBP · Consumer Cyclical · Residential Construction · Market cap $6.14B

3 funds in our archive have pitched Installed Building Products — most recently Tributary Capital Management Small/Mid Cap Equity Strategy in June 2026.

Company profile

Installed Building Products, Inc. (IBP) is a leading U.S. firm specializing in the provision and installation of a wide range of construction materials for both residential and commercial developers. The company's operations are divided into three core segments: Installation, Distribution, and Manufacturing. IBP's primary business involves the installation of various insulation types, including fiberglass, cellulose, and spray foam materials. These are applied to different structural components such as basements, crawl spaces, building envelopes, attics, and for soundproofing applications. Beyond insulation, the company offers an extensive suite of additional installation services. This includes applying caulk and sealant products to improve air infiltration control, fitting a spectrum of sliding doors from standard to custom designs, and installing custom mirrors along with closet shelving systems. Furthermore, IBP provides installation and servicing for garage doors and their openers, covering diverse materials like steel, aluminum, wood, and vinyl. Its expertise also extends to comprehensive waterproofing and moisture protection systems, deploying solutions such as sheet and hot-applied membranes, deck coatings, bentonite, and air/vapor barriers. The company also handles rain gutter installations. For safety, it implements fire-stopping systems, encompassing fire-rated joint assemblies, perimeter fire containment, and smoke/fire containment solutions. Completing its service portfolio, IBP offers installation for cordless blinds, shades, and shutters, among other complementary building products. In addition to its installation services, IBP operates as a distributor, supplying wholesale building products and materials sourced from manufacturers. This distribution arm focuses on various insulation products, including spray foam, metal building, residential, and mechanical/fabricated Styrofoam insulation, alongside related equipment, machinery, and support services. Founded in 1977, the company was formerly known as CCIB Holdco, Inc. and is headquartered in Columbus, Ohio.

Get an email when a fund writes about it

Summarize with Warren AI
3
Reported positions
0
Bought
1
Sold
6
Letters

Position history

Between Q4 2024 and Q2 2026, 3 fund letters reported a position in Installed Building Products1 trimmed or exited.

Fund letters reporting a position in Installed Building Products, by quarter
QuarterLettersBoughtSoldTheses
Q2 20262001
Q1 20261010
Q3 20250001
Q4 20240001

Fund activity · 3 positions · 1 move

  • In May, we had a single day in which one of our holdings, AAON, Inc., reported strong earnings and saw its stock rise 31%, while another holding, Installed Building Products (IBP), reported mildly disappointing earnings and lost 28% of its value.
    Installed Building Products
  • Planet Fitness, Inc., Installed Building Products, Inc., and Bright Horizons Family Solutions, Inc. fell after reporting soft earnings.
    Installed Building Products
  • In addition to these two changes, we had some small trims and additions to existing positions. We trimmed Installed Building Products during the quarter after CEO Jeff Edwards announced the sale of a portion of his holdings after a big run-up in the stock price.
    Installed Building Products

Fund coverage · 3 theses

Read every full thesis on Installed Building Products

Unlock all 3 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.

View plans
Share this ledger