SEC 13F Intelligence

Intrinsic Edge Capital Management LLC / IBP

Intrinsic Edge Capital Management LLC’s Installed Bldg Prods Inc Position

Does Intrinsic Edge Capital Management LLC own Installed Bldg Prods Inc (IBP)? Not currently — the last reported position was 107.8K shares worth $22M in Q2 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$22M
Q2 2024
Shares
107.8K
% of Portfolio
+2.01%
Quarters Held
6
position exited

Position History IBP

Reported value by quarter
Q1 ’20: $2MQ1 ’20Q2 ’20: $15MQ2 ’20Q3 ’20: $6MQ3 ’20Q4 ’20: $5MQ4 ’20Q1 ’21: $5MQ1 ’21Q2 ’24: $22MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2024107.8K$22M+2.01%
Q1 202146.6K$5M+0.35%
Q4 202046.6K$5M+0.35%
Q3 202063.7K$6M+0.44%
Q2 2020213.3K$15M+0.68%
Q1 202061.4K$2M+0.32%

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