
What smart money is saying about Ibstock Plc
1 fund in our archive has pitched Ibstock Plc — most recently Vulcan Value Partners Quarterly Composite in March 2026.
Ibstock plc operates as a United Kingdom-based manufacturer and supplier of an extensive range of building materials, specializing in both clay and concrete solutions. Their core offerings encompass various clay brick types and components, concrete roof tiles, alternatives to traditional stone masonry, diverse concrete fencing options, pre-stressed concrete elements, and specialized concrete products for the rail sector. The company's comprehensive product portfolio extends to facing and special bricks, architectural masonry, walling stones, facade and cladding systems, and retaining walls, alongside structural elements such as sills, arches, lintels, and padstones. For roofing needs, they provide tiles, window systems, chimneys, soffits, and accessories. Their outdoor and urban landscaping products include fencing, caps, copings, bollards, balustrades, and path edgings. Additionally, Ibstock produces floor beams, doorsteps, gully surrounds, screed rails, insulated flooring, and hollowcore components. Their infrastructure range features rail products like troughing, cable theft protection, specialized boards, blocks, bases, catchpits, and inspection chambers. Complementing their material supply, Ibstock offers services such as engraving, cutting, and bonding. They also provide design, supply, and installation solutions for floor beam and block systems, create bespoke concrete products, and offer services related to staircases and lift shafts. These diverse products and services cater to a wide array of construction demands, including new residential housing, repair, maintenance, and improvement (RMI) projects, and critical infrastructure markets. Ibstock markets its offerings to the construction industry through well-known brands such as Forticrete, Supreme, Anderton, and Longley. The company was founded in 1825 and maintains its headquarters in Ibstock, United Kingdom.
Position history
Every position in Ibstock Plc on record in the archive was reported in Q1 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 1 | 0 | 0 | 1 |
Fund activity · 1 position
- March 2026
“There were four material detractors to performance: Ryan Specialty Holdings, Inc., Ibstock Plc., MillerKnoll, Inc., and Premium Brands Holdings Corporation.”
Read the letterIbstock Plc
Fund coverage · 1 thesis
Ibstock Plc is the UK’s leading brick manufacturer, supported by structural undersupply, import cost advantages, and high barriers to entry.
Read the full thesis
Read every full thesis on Ibstock Plc
Unlock all 1 thesis — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→