Eminence Fully Exits Installed Building Products After a Year of Outperformance

On November 14, 2025, Eminence Capital, LP disclosed in a Securities and Exchange Commission filing that it sold out its entire Installed Building Products position, reflecting a ~$170 million net change.According to a Securities and Exchange Commission filing dated November 14, 2025, Eminence Capital, LP reported selling all 945,101 shares in Installed Building Products (NYSE:IBP), fully exiting the position. The net change in value was approximately $170.42 million, estimated using quarterly average prices. The fund reported 46 positions and $8.25 billion in U.S. equity assets at quarter-end.This was a complete sale; the stake now represents 0% of 13F assets under management, down from 2.1% last quarter.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool