Guru Ownership Over Time
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 Q3 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $246.82 M.
Top institutional holders include Seth Klarman and Cliff Asness.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $80.38 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 152.1%. Conversely, Murray Stahl reduced exposure by 6.9%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 4.57% | Add 39.0% | 939,660 | $218.98 M | Q3 2025 | |
| 0.01% | Add 152.1% | 82,306 | $19.18 M | Q3 2025 | |
| 0.04% | Add 101.4% | 41,693 | $9.72 M | Q3 2025 | |
| 0.05% | Reduce -6.9% | 18,766 | $4.37 M | Q3 2025 | |
| 0.03% | Add 63.9% | 14,750 | $3.44 M | Q3 2025 | |
| 0.01% | New Buy | 6,530 | $1.52 M | Q3 2025 | |
| 1.15% | Add 0.2% | 5,336 | $1.24 M | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Eagle Materials Inc. (EXP)
Top Guru holders include Seth Klarman ($218.98 M), Cliff Asness ($19.18 M), Joel Greenblatt ($9.72 M). Collectively, tracked Gurus hold 1.11 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $80.38 M, with 6 Gurus buying and 1 Gurus selling.
In the recent quarter, 1 Gurus reduced their positions, and 0 Gurus sold out of EXP completely. Total sell value was $325,089.12.
Yes, 1 Gurus opened new positions in EXP, and 5 added to their existing holdings. Total buy value was $80.71 M.