EXP
Eagle Materials Inc
3 of the 83 super-investors we track hold EXP, worth a combined $132M per their latest 13F filings. The largest position: Seth Klarman at 2.2% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Conviction score: 21 of 100 (how strongly the cohort backs it) — ranked #628 of 742 stocks. Conviction easing: 1 fewer super-investor hold it than in 2026Q1.
Why super-investors own EXP
EXP is held by 3 super-investors in our cohort, with a combined position value of $132M. The highest-conviction owner is Seth Klarman at 2.2% of their portfolio. This quarter the cohort registered 1 trimmed.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Seth Klarman | 2.2% | 10q | $119M | 530,763 |
| 2 | Joel Greenblatt | <0.1% | 38q | $9M | 41,835 |
| 3 | Thomas Gayner | <0.1% | 6q | $3M | 14,750 |
Owners of EXP also hold
Congress is trading EXP
Congress tracker →- Thomas H Tubervillesold$1,001 - $15,000 · 2022-03-30
- Thomas H Tubervillebought$1,001 - $15,000 · 2021-09-30
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Seth Klarman | TRIM | 2.2% | -41% | $119M | Aug 13, 2026 |
Long US equity 13F-HR filings only. CUSIP 26969P108. Not investment advice.