SEC 13F Intelligence

Timucuan Asset Management Inc/Fl / IBP

Timucuan Asset Management Inc/Fl’s Installed Bldg Prods Inc Position

Does Timucuan Asset Management Inc/Fl own Installed Bldg Prods Inc (IBP)? Yes — 826.9K shares worth $219M (+8.07% of its 13F portfolio) as of Q1 2026, down from 840.8K shares the prior filed quarter.

Position Value
$219M
Q1 2026
Shares
826.9K
% of Portfolio
+8.07%
Quarters Held
5
currently held

Position History IBP

Reported value by quarter
Q1 ’25: $86MQ1 ’25Q2 ’25: $156MQ2 ’25Q3 ’25: $212MQ3 ’25Q4 ’25: $218MQ4 ’25Q1 ’26: $219MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026826.9K$219M+8.07%
Q4 2025840.8K$218M+7.08%
Q3 2025860.6K$212M+6.22%
Q2 2025866.6K$156M+4.57%
Q1 2025500.3K$86M+2.67%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Timucuan Asset Management Inc/Fl’s full portfolio or all institutional holders of IBP.