Eagle Materials Inc. (EXP): Billionaire Seth Klarman Remains Bullish

Eagle Materials Inc. (NYSE:EXP) is one of the 15 Best Stocks to Buy According to Billionaire Seth Klarman.

Eagle Materials Inc. (NYSE:EXP) has been featured in the 13F portfolio of Baupost since the first quarter of 2024. A look at the historical portfolio indicates that Baupost has been steadily increasing the position it has held in Eagle Materials over time, with the number of shares rising consistently from about 262k in early 2024 to roughly 1.19 million by late 2025, amid a brief pullback in the middle of the period, even as the overall trend remains upward. Filings for the fourth quarter of 2025 show that the fund increased the holding by 27% compared to filings for the previous quarter.

In late February, RBC Capital Markets analyst Anthony Codling initiated coverage of Eagle Materials Inc. (NYSE:EXP) stock with a Sector Perform rating and a $208 price target, contending that the company’s combination of heavy and light building materials operations is suppressing its valuation. Per the analyst, the firm may be worth significantly more apart than together. Codling estimates that as much as $88 a share, roughly 40% upside, is being left on the table because investors are applying a conglomerate discount to the business.

Eagle Materials Inc. (NYSE:EXP) manufactures and sells heavy construction products and light building materials in the United States. It engages in the mining of limestone for the manufacture, production, distribution, and sale of Portland cement.

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