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EXP Eagle Materials Inc.

Materials, filed as EAGLE MATLS INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Sold by 3 managers in 2026 Q2

  • 3 Owners
  • Max 2.2%
  • $125M
  • 2 reduce 1 exit

In 2026 Q2 Seth Klarman and Murray Stahl trimmed Eagle Materials, and First Eagle Investment Management sold out.

Who owns this now

Largest portfolio weights among holders, up to 2.2% (Seth Klarman, Baupost Group). Not free-float ownership.

  1. Seth Klarman Reduce 2.2%
  2. Thomas Gayner 0.03%
  3. Murray Stahl Reduce 0.03%

Who owns EXP

Sorted by value, long equity only, as of 2026 Q2.

History
Seth Klarman, Baupost Group 2.2%, was 3.3% Reduce −40.5% 530,763 $119M History
Thomas Gayner, Markel Group 0.03% Hold 14,750 $3.3M History
Murray Stahl, Horizon Kinetics Asset Management 0.03%, was 0.04% Reduce −36.6% 10,684 $2.4M History
First Eagle Investment Management exited 2026 Q2 Last 2026 Q1 0.02% Exit −0.02% 65,533 $12M History

3 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by EXP's executives, directors and 10% owners in the last 12 months, from their Form 4s

All EXP insider trades
  • $208K bought by 1 insider
  • $1.7M sold by 2 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Tony Thompson Senior Vice President
    Sale
    $627K 3,074 shares at $203.96 23% of stake
    Traded Aug 24 Filed Aug 26
    ↗
  2. Margot Lebenberg Carter Director
    Sale
    $1.1M 5,215 shares at $204.87 44% of stake
    Traded Jul 31–Aug 3 Filed Aug 3
    ↗
  3. David E Rush Director
    Buy
    $208K 1,000 shares at $208.08 +32% to stake
    Traded Nov 5, 2025 Filed Nov 7, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 30 share withholdings for taxes, 17 option exercises, 15 stock grants, and 1 gift.

SEC filings

Recent issuer filings from EDGAR, 6 shown.

Filed Form Detail Links
8-K 5.03,5.07,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
8-K 5.02,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 5 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $2.15B $2.26B $2.26B $2.31B
Gross profit $639.27M $685.32M $673.14M $652.54M
Gross margin * 29.8% 30.3% 29.8% 28.3%
Net income $461.54M $477.64M $463.42M $423.81M
Net margin * 21.5% 21.1% 20.5% 18.4%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $521.5M $627.69M $668.66M $950.89M
Total non-current assets * $2.26B $2.32B $2.6B $2.89B
Total assets $2.78B $2.95B $3.26B $3.84B
Total current liabilities $212.89M $239.41M $245M $260.16M
Total non-current liabilities * $1.38B $1.4B $1.56B $2.11B
Total equity $1.19B $1.31B $1.46B $1.47B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $541.73M $563.94M $548.55M $614.17M
Cash from investing -$268.59M -$175.36M -$370.13M -$431.74M
Cash from financing -$277.31M -$368.9M -$192.94M $95.09M
Net change in cash * -$4.17M $19.68M -$14.52M $277.52M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.