Materials · owned by 2 fund managers
Who owns Eagle Materials (EXP)?
2 of the 22 fund managers we track hold Eagle Materials, worth $123M combined as of Q2 2026. Seth Klarman has the biggest bet at 2.2% of the portfolio.
Ownership summary
Fund manager owners
2 / 22
0 opened new positions
Combined value
$123M
At quarter-end prices
Biggest weight
2.2%
Seth Klarman
Buyers / sellers
0 / 1
Changes in Q2 2026
Smart money take
Why it matters
When several investors with very different styles own the same company, it’s often worth a closer look. Eagle Materials appears in 2 of our 22 portfolios.
- Largest holder: Seth Klarman (2.2% of portfolio)
- 0 managers bought or added this quarter
- 1 manager trimmed or sold out
- Company insiders in Q3 2026: no open-market buys, sold $2M
This is not a recommendation. Do your own research.
Fund managers who own EXP
SEC 13F · Q2 2026| Investor | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| Seth Klarman The Baupost Group | 2.21% | Trimmed | 530,763 | $119M |
| Thomas Gayner Markel Group | 0.03% | Hold | 14,750 | $3M |
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