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Eagle Materials Inc.

EXP Materials
$182.31 $-0.36 (-0.20%)
Market Cap: $5.59 B
Gurus Holding
8
Popularity Rank
#889
% of Shares Held
4.79%
Net Activity (Q2 2026)
+$25.71 M

Guru Ownership Trend

Guru Analysis for Eagle Materials Inc. (EXP)

Eagle Materials Inc. (EXP), a key player in the Materials sector, continues to attract institutional attention.

As of Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $267.9 M.

Top institutional holders include Cliff Asness and Seth Klarman.

Institutional sentiment is currently Bullish. This is evidenced by a $25.71 M net inflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 494.1%. Conversely, Seth Klarman reduced exposure by 40.6%.

Key Holders

Top 5 by Value

$179.54 M
$119.42 M
$15.99 M
$5.95 M
$3.32 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$122.42 M
Total Buy Value
New Buys 0
Additions 3
-$96.71 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
5
Net Buyers
3

FAQs for Eagle Materials Inc. (EXP)

Major holders include Cliff Asness ($179.54 M), Seth Klarman ($119.42 M), Joel Greenblatt ($15.99 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 1.47 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $25.71 M, with 3 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited EXP. The total reported sell value was $96.71 M.

Yes, 0 managers opened new positions in EXP, and 3 increased their existing holdings. The total reported buy value was $122.42 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.06% Add 153.7% 797,959 $179.54 M Q2 2026
2.21% Reduce -40.6% 530,763 $119.42 M Q2 2026
0.04% Add 494.1% 71,053 $15.99 M Q2 2026
0.01% Reduce -4.5% 26,431 $5.95 M Q2 2026
0.03% 14,750 $3.32 M Q2 2026
0.02% Reduce -30.9% 11,600 $2.61 M Q2 2026
0.03% Reduce -36.7% 10,684 $2.4 M Q2 2026
1.37% Add 33.9% 6,217 $1.4 M Q2 2026
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