1 tracked superinvestor hold EAGLE MATLS INC (EXP), worth $119M combined, led by Seth Klarman. Smart money is trimming EXP as of the latest 13F filings.
Current price
$194.48
-16.0%
1Y
Eagle Materials Inc., operating through its subsidiaries across the United States, stands as a key producer and supplier of both heavy construction and light building materials. The company's diverse operations are organized into distinct segments: Cement; Concrete and Aggregates; Gypsum Wallboard; and Recycled Paperboard. Its core activities involve the mining of limestone for the comprehensive…
Market cap
$6.6B
P/E
15.93
Div yield
0.5%
Revenue YoY
2.1%
Analyst target
$222
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
1
tracked 13F / N-PORT funds
Combined value
$119M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
-1
0 buying · 1 selling
Smart money is net reducing EXP: 1 funds trimmed versus 0 adding.
EAGLE MATLS INC (EXP) is held by 1 tracked funds worth $119M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Seth Klarman at 2.2% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 0 added and 1 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 2.2% | $119M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own EXP?
1 tracked funds hold EAGLE MATLS INC (EXP), the largest being Seth Klarman (Baupost Group) at 2.2% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling EXP?
In the most recent 13F quarter, 0 tracked funds added or opened EXP and 1 trimmed it.
How much EXP do tracked funds hold?
Combined disclosed long exposure to EXP across tracked superinvestors is $119M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.