Giverny Capital Asset Management, LLC released its fourth-quarter 2025 investor letter, reporting a 0.01% return on the portfolio compared to 2.66% for the S&P 500. The firm faced challenges in the fourth quarter and calendar year, with underperformance from large tech companies impacting results. Despite strong earnings growth from portfolio companies, the market’s focus on AI investments remains unclear.

Installed Building Products, Inc. (NYSE: IBP) was highlighted in Giverny Capital Asset Management’s investor letter as a leading performance contributor. The construction company saw a one-month return of 5.09% and a 53.58% gain in share value over the last 52 weeks. On January 30, 2026, IBP stock closed at $288.14 per share with a market cap of $7.773 billion.

Installed Building Products, Inc. (NYSE: IBP) installs fiberglass insulation and showed modest earnings growth in 2025 despite a weak housing market. Giverny Capital Asset Management praised IBP’s exceptional management and consistent returns over the past four years. IBP’s performance exceeded expectations and contributed positively to the firm’s portfolio.

While 28 hedge fund portfolios held Installed Building Products, Inc. (NYSE: IBP) by the end of the third quarter, the stock is not among the 30 most popular stocks among hedge funds. Giverny Capital Asset Management believes certain AI stocks offer greater upside potential with less downside risk than IBP. Investors seeking undervalued AI stocks with growth potential should explore their free report on the best short-term AI stock.

Read more at Yahoo Finance: Installed Building Products (IBP) Held Steady Despite Weak Housing Market