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EAGLE MATERIALS INC

EXP

Holders

2

Combined Value

$171.93M

Combined Shares

907,513

Current Price

$215.25

52W High

$243.64

vs 52W High

−11.7%

Investor Activity Chart

Quarterly buys (▲) and sells (▼) by tracked investors. Click a marker to view that investor's portfolio; hover for details. Price line is implied from 13F filings (value ÷ shares), not market data.

$169.81$215.64$261.46$307.29Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26Q2 2024 · implied price $217.46Q3 2024 · implied price $287.65Q4 2024 · implied price $246.76Q1 2025 · implied price $221.93Q2 2025 · implied price $202.11Q3 2025 · implied price $233.04Q4 2025 · implied price $206.68Q1 2026 · implied price $189.45Seth Klarman - Baupost Group · bought 342,102 shares @ ~$217.46 · Q2 2024 (new position)Seth Klarman - Baupost Group · bought 158,171 shares @ ~$287.65 · Q3 2024Seth Klarman - Baupost Group · bought 137,950 shares @ ~$246.76 · Q4 2024Seth Klarman - Baupost Group · bought 271,410 shares @ ~$221.93 · Q1 2025Tom Gayner - Markel Group · bought 3,500 shares @ ~$221.93 · Q1 2025 (new position)Tom Gayner - Markel Group · bought 5,500 shares @ ~$202.11 · Q2 2025Seth Klarman - Baupost Group · sold 233,376 shares @ ~$202.11 · Q2 2025Seth Klarman - Baupost Group · bought 263,403 shares @ ~$233.04 · Q3 2025Tom Gayner - Markel Group · bought 5,750 shares @ ~$233.04 · Q3 2025Seth Klarman - Baupost Group · bought 245,588 shares @ ~$206.68 · Q4 2025Seth Klarman - Baupost Group · sold 292,485 shares @ ~$189.45 · Q1 2026BUYSELLIMPLIED PRICE

Held By

Tracked investors currently holding this security, based on each investor's most recent 13F filing. Gain compares the current market price to each investor's estimated average buy price.

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
Seth Klarman - Baupost Group$169.13M3.31%~$228.95−6.0%SELL Q1 2026Q1 2026
Tom Gayner - Markel Group$2.79M0.02%~$218.87−1.7%BUY Q3 2025Q1 2026

Recent Activity

Latest position changes by tracked investors. Prices are estimates implied from 13F filings.

QuarterInvestorActionEst. ValueEst. Price
Q1 2026Seth Klarman - Baupost GroupSELL−$55.41M~$189.45
Q4 2025Seth Klarman - Baupost GroupBUY+$50.76M~$206.68
Q3 2025Seth Klarman - Baupost GroupBUY+$61.38M~$233.04
Q3 2025Tom Gayner - Markel GroupBUY+$1.34M~$233.04
Q2 2025Seth Klarman - Baupost GroupSELL−$47.17M~$202.11
Q2 2025Tom Gayner - Markel GroupBUY+$1.11M~$202.11
Q1 2025Seth Klarman - Baupost GroupBUY+$60.23M~$221.93
Q1 2025Tom Gayner - Markel GroupNEW BUY+$776.8K~$221.93
Q4 2024Seth Klarman - Baupost GroupBUY+$34.04M~$246.76
Q3 2024Seth Klarman - Baupost GroupBUY+$45.50M~$287.65
Q2 2024Seth Klarman - Baupost GroupNEW BUY+$74.39M~$217.46

Ownership History

Aggregate position across all tracked investors per quarter (options excluded). Implied price is the reported value divided by shares held.

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 20262907,513-24.4%$171.93M$189.45
Q4 202521,199,998+25.7%$248.02M$206.68
Q3 20252954,410+39.3%$222.42M$233.04
Q2 20252685,257-25.0%$138.50M$202.11
Q1 20252913,133+43.1%$202.65M$221.93
Q4 20241638,223+27.6%$157.49M$246.76
Q3 20241500,273+46.2%$143.90M$287.65
Q2 20241342,102—$74.39M$217.46