Forget AI: Legendary Value Investor Seth Klarman Is Buying These 10 Value Stocks in 2026
Seth Klarman is one of the legendary value investors of his generation.
Eagle Materials Inc (EXP)
Market is closed
Sector: Cement, Hydraulic
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | High Ground Investment Management Edgar Allen | 274,599 | $61,784,775 | 5.43% |
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. | 128,740 | $28,966,500 | 0.15% | |
| 2. | 96,301 | $21,667,735 | 1.12% | |
| 3. | 24,400 | $5,490,000 | 0.17% | |
| 4. | 22,616 | $5,088,672 | 0.12% | |
| 5. | 11,896 | $2,676,688 | 0.13% |
News See All
Eagle Materials Inc. (NYSE:EXP) Q4 2026 Earnings Call Transcript
Operator: Good day, everyone, and welcome to Eagle Materials Fourth Quarter and Fiscal 2026 Earnings Conference Call. This call is being recorded.
15 Best Stocks to Buy According to Billionaire Seth Klarman
Seth Klarman of Baupost Group manages a 13F portfolio worth more than $5.2 billion at the end of the fourth quarter of 2025.
9 Best Cement Stocks to Buy For the Long Term
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Eagle Materials Inc. (NYSE:EXP) Q3 2026 Earnings Call Transcript
Operator: Good day, everyone, and welcome to Eagle Materials' Third Quarter of Fiscal 2026 Earnings Conference Call. The call is being recorded.
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): 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.
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