SEC 13F Intelligence

Speece Thorson Capital Group Inc / IBP

Speece Thorson Capital Group Inc’s Installed Bldg Prods Inc Position

Does Speece Thorson Capital Group Inc own Installed Bldg Prods Inc (IBP)? Not currently — the last reported position was 102.0K shares worth $9M in Q1 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$9M
Q1 2022
Shares
102.0K
% of Portfolio
+1.84%
Quarters Held
3
position exited

Position History IBP

Reported value by quarter
Q3 ’21: $4MQ3 ’21Q4 ’21: $5MQ4 ’21Q1 ’22: $9MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2022102.0K$9M+1.84%
Q4 202137.1K$5M+0.99%
Q3 202136.9K$4M+0.83%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Speece Thorson Capital Group Inc’s full portfolio or all institutional holders of IBP.