Murray Stahl's EXP Position Overview
Murray Stahl (via Horizon Kinetics Asset Management LLC) currently holds 16,743 shares of Eagle Materials Inc. (EXP) worth $3.46 M, representing 0.05% of the portfolio. First purchased in 2023-Q4, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Murray Stahl has maintained a strategic position in EXP, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 22,219 shares. Largest reduction occurred in Q1 2025, reducing 7,527 shares.
Analysis based on 13F filings available since 2013 Q2
Murray Stahl's Eagle Materials (EXP) Holding Value Over Time
Track share changes against reported price movement
Quarterly Eagle Materials (EXP) Trades by Murray Stahl
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -2,023 | Reduce 10.78% | 16,743 | $206.69 |
| Q3 2025 | -1,395 | Reduce 6.92% | 18,766 | $233.04 |
| Q2 2025 | -2,261 | Reduce 10.08% | 20,161 | $202.11 |
| Q1 2025 | -7,527 | Reduce 25.13% | 22,422 | $221.93 |
| Q4 2024 | -1,656 | Reduce 5.24% | 29,949 | $246.76 |
| Q3 2024 | -4,743 | Reduce 13.05% | 31,605 | $287.65 |
| Q2 2024 | -5,997 | Reduce 14.16% | 36,348 | $217.46 |
| Q1 2024 | +22,219 | Add 110.40% | 42,345 | $271.75 |
| Q4 2023 | +20,126 | New Buy | 20,126 | $202.84 |
Murray Stahl's Eagle Materials Investment FAQs
Murray Stahl first purchased Eagle Materials Inc. (EXP) in Q4 2023, acquiring 20,126 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Murray Stahl has held Eagle Materials Inc. (EXP) for 9 quarters since Q4 2023.
Murray Stahl's largest addition to Eagle Materials Inc. (EXP) was in Q1 2024, adding 42,345 shares worth $11.51 M.
According to the latest 13F filing for Q4 2025, Murray Stahl's firm, Horizon Kinetics Asset Management LLC, owns 16,743 shares of Eagle Materials Inc. (EXP), valued at approximately $3.46 M.
As of the Q4 2025 filing, Eagle Materials Inc. (EXP) represents approximately 0.05% of Murray Stahl's publicly disclosed stock portfolio, making it one of their key holdings.
Murray Stahl's peak holding in Eagle Materials Inc. (EXP) was 42,345 shares, as reported at the end of Q1 2024.