Seth Klarman - Baupost Group
Holding/activity history for Eagle Materials Inc. (EXP)
← All EXP superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 892,763 | 3.31 | Reduce 24.68% | 1.15 | $171.99–242.53 · VW $211.09i | $169,134,000 | SEC |
| 2025 Q4 | 1,185,248 | 4.64 | Add 26.14% | 0.96 | $197.93–243.64 · VW $217.01i | $244,967,000 | SEC |
| 2025 Q3 | 939,660 | 4.60 | Add 38.95% | 1.29 | $200.14–242.90 · VW $227.16i | $218,978,000 | SEC |
| 2025 Q2 | 676,257 | 3.32 | Reduce 25.66% | 1.49 | $191.91–243.00 · VW $212.33i | $136,678,000 | SEC |
| 2025 Q1 | 909,633 | 5.80 | Add 42.53% | 1.73 | $205.44–265.42 · VW $234.31i | $201,875,000 | SEC |
| 2024 Q4 | 638,223 | 4.60 | Add 27.57% | 0.99 | $242.56–321.93 · VW $285.31i | $157,488,000 | SEC |
| 2024 Q3 | 500,273 | 4.11 | Add 46.24% | 1.30 | $211.44–293.00 · VW $259.92i | $143,904,000 | SEC |
| 2024 Q2 | 342,102 | 2.11 | Add 30.57% | 0.49 | $211.65–276.61 · VW $239.49i | $74,394,000 | SEC |
| 2024 Q1 | 262,000 | 2.01 | Buy | 2.01 | $195.93–272.72 · VW $242.77i | $71,199,000 | SEC |
Price snapshot:
Current price$205.14
Avg. buy price$237.87
+/- since buy-13.76%
52-week low$171.79
52-week high$245.53