EAGLE MATLS INC (EXP) — Hedge Fund Ownership Q4 2025
EXP
- EAGLE MATLS INC (EXP) is held by 3 of 82 tracked hedge funds, with Baupost Group (5%) and Markel Group (0%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in EXP holdings came from Baupost Group (+26%), highlighting conviction.
- Overall, hedge funds increased exposure to EAGLE MATLS INC (EXP) by +26% vs the prior quarter and +86% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Baupost Group
|
4.64% | 1.2M | +26.14% | +85.71% | $245.0M | $206.68 | — |
| 2 |
Markel Group Tom Gayner
|
0.02% | 15K | — | — | $3.0M | $206.68 | — |
| 3 |
First Eagle Investment Management
|
0.02% | 51K | NEW | — | $10.6M | $206.68 | — |
| 3 | Total | — | 1.3M | +25.73% | +85.71% | $258.6M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.