SEC 13F Intelligence

Leeward Investments, LLC - Ma / IBP

Leeward Investments, LLC - Ma’s Installed Bldg Prods Inc Position

Does Leeward Investments, LLC - Ma own Installed Bldg Prods Inc (IBP)? Yes — 83.4K shares worth $22M (+1.09% of its 13F portfolio) as of Q1 2026, down from 85.7K shares the prior filed quarter.

Position Value
$22M
Q1 2026
Shares
83.4K
% of Portfolio
+1.09%
Quarters Held
7
currently held

Position History IBP

Reported value by quarter
Q3 ’24: $18MQ3 ’24Q4 ’24: $12MQ4 ’24Q1 ’25: $16MQ1 ’25Q2 ’25: $16MQ2 ’25Q3 ’25: $21MQ3 ’25Q4 ’25: $22MQ4 ’25Q1 ’26: $22MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202683.4K$22M+1.09%
Q4 202585.7K$22M+1.12%
Q3 202586.1K$21M+1.09%
Q2 202588.0K$16M+0.84%
Q1 202592.1K$16M+0.84%
Q4 202467.7K$12M+0.59%
Q3 202473.0K$18M+0.83%

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