Installed Building Products (IBP) Held Steady Despite Weak Housing Market

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Installed Building Products (IBP) held steady despite a weak housing market, as per the latest investor letter from Giverny Capital Asset Management, LLC. The company's performance was in line with the market, with a 0.01% return in the fourth quarter and 12.58% YTD. The firm's overall portfolio faced challenges in the fourth quarter and calendar year.

Market Impact

Market impact analysis based on neutral sentiment with 80% confidence.

Sentiment
Neutral
AI Confidence
80%
Time Horizon
Short Term

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2025 investor letter. A copy of the same can be downloaded here. The Portfolio returned 0.01% compared to 2.66% for the S&P 500. YTD, the fund returned 12.58% compared to 17.88% for the Index. The firm faced a challenging fourth quarter and calendar year, […]

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Original article published by Yahoo Finance on February 2, 2026.
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