5 hedge funds and family offices disclose a IBP position in their latest SEC 13F filing — combined $138.6M in market value.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Francois Rochon | Giverny Capital Inc. | 519,236 | $134.7M | 4.49% | 2025-12-31 |
| 2 | Ray Dalio | Bridgewater Associates LP | 9,784 | $2.5M | 0.01% | 2025-12-31 |
| 3 | Polen Capital | Polen Capital Management LLC | 4,335 | $782K | 0.00% | 2025-06-30 |
| 4 | Lee Ainslie | Maverick Capital Ltd | 2,277 | $589K | 0.01% | 2024-03-31 |
| 5 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 85 | $22K | 0.00% | 2025-12-31 |
As of the latest 13F window, 5 tracked superinvestors hold IBP. The largest disclosed position is Francois Rochon at $134.7M (4.5% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying IBP, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
