Giverny Capital Asset Management Trims Stake in Installed Building Products
In its Q1 2026 investor letter, Giverny Capital Asset Management revealed it trimmed its stake in Installed Building Products (IBP) following a significant rise in the stock price and CEO Jeff Edwards' sale of shares. Despite this reduction, IBP remains a large holding for the firm.
Tickers: $IBP
Topics: investment management portfolio adjustment stock trimming