Seth Klarman - Baupost Group
Holding/activity history for Eagle Materials Inc. (EXP)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 892,763 | 3.31 | Reduce 24.68% | 1.15 | $189.45 | $169,134,000 | SEC |
| 2025 Q4 | 1,185,248 | 4.64 | Add 26.14% | 0.96 | $206.68 | $244,967,000 | SEC |
| 2025 Q3 | 939,660 | 4.60 | Add 38.95% | 1.29 | $233.04 | $218,978,000 | SEC |
| 2025 Q2 | 676,257 | 3.32 | Reduce 25.66% | 1.49 | $202.11 | $136,678,000 | SEC |
| 2025 Q1 | 909,633 | 5.80 | Add 42.53% | 1.73 | $221.93 | $201,875,000 | SEC |
| 2024 Q4 | 638,223 | 4.60 | Add 27.57% | 0.99 | $246.76 | $157,488,000 | SEC |
| 2024 Q3 | 500,273 | 4.11 | Add 46.24% | 1.30 | $287.65 | $143,904,000 | SEC |
| 2024 Q2 | 342,102 | 2.11 | Add 30.57% | 0.49 | $217.46 | $74,394,000 | SEC |
| 2024 Q1 | 262,000 | 2.01 | Buy | 2.01 | $271.75 | $71,199,000 | SEC |