Follow-The-Filings

Security · featured owners

EXP Eagle Matls Inc.

COM Equity as of 2026 Q2 among managers we track

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

Who owns this now

Largest portfolio weights among featured holders · max 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%

holders

sorted by value · long equity only · current book 2026 Q2 · exits show last held size · open a manager for their book

history
Seth Klarman - Baupost Group 2026 Q2 2.2% Reduce −40.5% 530,763 $119M history
Thomas Gayner - Markel Group 2026 Q2 0.03% Hold 14,750 $3M history
Murray Stahl - Horizon Kinetics Asset Management 2026 Q2 0.03% Reduce −36.6% 10,684 $2M history
First Eagle Investment Management exited 2026 Q2 last 2026 Q1 0.02% Exit −0.02 pp 65,533 $12M history

3 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the 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) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders