1 tracked superinvestor hold EAGLE MATLS INC (EXP), worth $169M combined, led by Seth Klarman. Smart money is trimming EXP as of the latest 13F filings.
Current price
$205.62
Eagle Materials Inc., through its subsidiaries, produces and supplies heavy construction materials and light building materials in the United States. It operates through Cement, Concrete and Aggregates, Gypsum Wallboard, and Recycled Paperboard segments. The company engages in the mining of limestone for the manufacture, production, distribution, and sale of Portland cement; grinding and sale of…
Market cap
$6.6B
P/E
15.93
Div yield
0.5%
Revenue YoY
2.1%
Analyst target
$220
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
$169M
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 $169M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Seth Klarman at 3.3% 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 | 3.3% | $169M |
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 3.3% 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 $169M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 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.