Which hedge funds own IBP? INSTALLED BLDG PRODS INC, Q2 2026 13F holders
35 tracked hedge funds disclosed a position in IBP (INSTALLED BLDG PRODS INC) in their Q2 2026 13F filings, worth $179.3m in total. The largest holder by portfolio weight is Watchtower Advisors, LP at 4.1% of its book. 18 opened a new position this quarter: Monimus Capital Management, LP, SummitTX Capital, L.P., Lighthouse Investment Partners, LLC, Entropy Technologies, LP. 18 exited: Gallo Partners, LP, Bayforest Capital Ltd, Occudo Quantitative Strategies LP.
- 35
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 18
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 18
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $40.8m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $42.7m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $179m
- Combined value Sum of the holders' reported positions in the security.
- 2.8%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Gallo Partners, LP | 2.5% | $1.3m |
| Bayforest Capital Ltd | 0.1% | $125k |
| Occudo Quantitative Strategies LP | 0.08% | $1.5m |
| Graham Capital Management, L.P. | 0.07% | $2.2m |
| Trexquant Investment LP | 0.06% | $8.5m |
| Tudor Investment Corp ET AL | 0.05% | $8.5m |
| Y-Intercept (Hong Kong) Ltd | 0.03% | $1.7m |
| Walleye Capital LLC | 0.02% | $3.8m |
| Freestone Grove Partners LP | 0.02% | $3.1m |
| Mirabella Financial Services LLP | 0.02% | $215k |
| Prelude Capital Management, LLC | 0.02% | $203k |
| Balyasny Asset Management L.P. | 0.01% | $4.5m |
| Renaissance Technologies LLC | 0.01% | $5.6m |
| Verition Fund Management LLC | 0.0% | $258k |
| Alyeska Investment Group, L.P. | 0.0% | $549k |
| Hudson Bay Capital Management LP | 0.0% | $202k |
| Quarry LP | 0.0% | $2.7k |
| Arrowstreet Capital, Limited Partnership | 0.0% | $523k |
Ownership over time
Who discovered IBP first? Beta
The run: Q1 2020 → Q4 2021, +250%
| Hawk Ridge Capital Management LP high conviction | Q1 2020 | 2.3% | +9.3 pts |
| GMT Capital Corp | Q2 2019 | 1.0% | +1.8 pts |
| SG Capital Management LLC high conviction | Q4 2019 | 5.0% | +1.7 pts |
| Crown Advisors Management, Inc. | Q2 2020 | – | +0.9 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.