L1 Capital International Sold Eagle Materials (EXP). Here’s Why
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) third quarter 2025 investor letter. A copy of the letter can be downloaded here.
Eagle Materials Inc (EXP)
Market is closed
Sector: Cement, Hydraulic
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Hood River Capital Management David Swank | 289,785 | $67,531,496 | -4% | 0.8% |
| 2. | Cartenna Capital Peter Avellone | 126,500 | $29,479,560 | 0.83% | |
| 3. | ACK Asset Management Richard S. Meisenberg | 90,000 | $20,973,600 | 2.62% | |
| 4. | AQR Capital Management Cliff Asness | 82,306 | $19,180,662 | +153% | 0.01% |
| 5. | Citadel Investment Group Ken Griffin | 73,555 | $17,141,257 | -42% | 0% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $208.08 | 1,000 | $208,080.00 | 4,173 | 2025-11-05 | Filing | |
| $213.66 | 1,000 | $213,660.00 | 2,000 | 2025-05-22 | Filing | |
| $257.50 | 155 | $39,912.50 | 3,655 | 2025-02-10 | Filing | |
| $257.22 | 155 | $39,868.33 | 1,705 | 2025-02-10 | Filing | |
| $92.54 | 700 | $64,778.00 | 1,505 | 2014-11-24 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $232.76 | 2,000 | $465,518.00 | 17,151 | 2025-08-19 | Filing | |
| $319.64 | 1,000 | $319,640.00 | 12,937 | 2024-11-25 | Filing | |
| $310.04 | 5,000 | $1,550,192.00 | 60,488 | 2024-11-22 | Filing | |
| $311.06 | 200 | $62,211.50 | 85,811 | 2024-11-22 | Filing | |
| $310.49 | 11,688 | $3,628,976.73 | 86,011 | 2024-11-22 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 600,825 | $127,044,447 | 0.21% | |
| 2. | 313,790 | $64,854,117 | 0.63% | |
| 3. | 90,311 | $18,665,477 | 0.1% | |
| 4. | 38,710 | $8,000,583 | 2.47% | |
| 5. | 38,482 | $7,953,460 | 0.03% |
News See All
Eagle Materials Inc. (EXP): A Bull Case Theory
We came across a bullish thesis on Eagle Materials Inc. on Margin of Sanity’s Substack. In this article, we will summarize the bulls’ thesis on EXP.
Should You Consider Adding Eagle Materials (EXP) to Your Portfolio?
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Eagle Materials Inc. (NYSE:EXP) Q2 2026 Earnings Call Transcript
Operator: Good day, everyone, and welcome to the Eagle Materials Second Quarter of Fiscal 2026 Earnings Conference Call. Today's call is being recorded.
Eagle Materials Inc. (EXP): A Bull Case Theory
We came across a bullish thesis on Eagle Materials Inc. on Valueinvestorsclub.com by tychus. In this article, we will summarize the bulls’ thesis on EXP.
Jim Cramer’s New Lightning Round: 7 Stocks Highlighted
Following the Federal Reserve’s decision on Wednesday, Jim Cramer, host of Mad Money, argued that not much has shifted in the broader market narrative despite the flurry of activity that came after ...
Eagle Materials Inc. (EXP) to Capitalize on Improving Construction Trends
Eagle Materials Inc. (NYSE:EXP) is one of the best cement stocks to buy according to analysts.
7 Best Cement Stocks to Buy According to Analysts
Cement is a key material in the construction industry and an essential indicator of economic growth. Its demand is always high whenever there are heightened efforts to expand infrastructure.
12 Best Mid-Cap Materials Stocks to Buy Now
In 2025, the U.S. construction and materials sector entered an uncertain era.
Eagle Materials Inc. (EXP) Declares Quarterly Cash Dividend; Loop Capital Raises PT to $245
Following strong recent operational performance, Loop Capital increased its price target on Eagle Materials Inc. (NYSE:EXP) from $230 to $245 on July 30, 2025, maintaining a ‘Hold’ rating.
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