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Seth Klarman's Eagle Materials Inc. (EXP) position

Yes: as of Q1 2026, Seth Klarman holds 893K shares of EXP worth $169M (3.3% of the disclosed portfolio). Last quarter the position was reduced by 24.7%. First disclosed Q1 2024.
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Current value
$169M
Shares held
893K
% of portfolio
3.3%
Est. average buy price (i)
$237.37
Quarter-end price
$189.45

Estimated trade prices

Average price in quarters with purchases
$239.05
Average prices in quarters with sales
  • Q1 2026: $212.79 (292K shares sold)
  • Q2 2025: $215.61 (233K shares sold)

EXP price vs Klarman's position

1Y 3Y 5Y MAX
Dates
$100$200$40020222023202420252026New position of 262K shares · Q1 2024. Average closing price $236.23 · Price range $196.46–$271.75262KsharespurchasedAdded 80K shares (30.6%) · Q2 2024. Average closing price $244.82 · Price range $213.28–$273.9580KsharespurchasedAdded 158K shares (46.2%) · Q3 2024. Average closing price $250.04 · Price range $212.39–$292.07158KsharespurchasedAdded 138K shares (27.6%) · Q4 2024. Average closing price $288.57 · Price range $246.48–$315.29138KsharespurchasedAdded 271K shares (42.5%) · Q1 2025. Average closing price $237.11 · Price range $207.49–$262.13271KsharespurchasedSold 233K shares (25.7%) · Q2 2025. Average closing price $215.61 · Price range $193.68–$241.95233KsharessoldAdded 263K shares (39.0%) · Q3 2025. Average closing price $226.68 · Price range $209.12–$242.26263KsharespurchasedAdded 246K shares (26.1%) · Q4 2025. Average closing price $220.71 · Price range $199.01–$241.84246KsharespurchasedSold 292K shares (24.7%) · Q1 2026. Average closing price $212.79 · Price range $173.07–$240.24292Ksharessold
Average closing price · filing quarter
$212.79
Price range · filing quarter
$173.07 – $240.24
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Reduced −292K −$62M −24.7% 893K May 14, 2026
Q4 2025 Added +246K +$54M +26.1% 1.2M Feb 13, 2026
Q3 2025 Added +263K +$60M +39.0% 940K Nov 13, 2025
Q2 2025 Reduced −233K −$50M −25.7% 676K Aug 13, 2025
Q1 2025 Added +271K +$64M +42.5% 910K May 14, 2025
Q4 2024 Added +138K +$40M +27.6% 638K Feb 13, 2025
Q3 2024 Added +158K +$40M +46.2% 500K Nov 13, 2024
Q2 2024 Added +80K +$20M +30.6% 342K Aug 13, 2024
Q1 2024 New +262K +$62M – 262K May 14, 2024
Data through Q1 2026 · filed May 14, 2026
9 grouped rows from 9 quarters

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Common questions

Does Seth Klarman own EXP?

Yes. As of Q1 2026, Seth Klarman disclosed 893K shares of EXP, worth $169M. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Seth Klarman buy EXP?

Seth Klarman first disclosed a EXP position in Q1 2024; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Seth Klarman sell EXP?

The quarter-by-quarter table above shows each sale and reduction Seth Klarman disclosed in EXP. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of EXP does Seth Klarman own?

Seth Klarman disclosed 893K shares of EXP as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Seth Klarman pay for EXP?

Seth Klarman's estimated average buy price for EXP is $237.37, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.