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EXP —
EAGLE MATLS INC
CUSIP: 26969P108 · Held by 5 superinvestors · Combined value: $277,108,427
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Seth Klarman | 4.6% | $244,967,000 | 1,185,248 | ADD | +245,588 |
| 2 | Ken Griffin | 0.0% | $17,934,450 | 86,774 | REDUCE | -38,581 |
| 3 | First Eagle Investment Mgmt | 0.0% | $10,609,712 | 51,334 | NEW BUY | +51,334 |
| 4 | Tom Gayner | 0.0% | $3,048,530 | 14,750 | - | - |
| 5 | Ray Dalio | 0.0% | $548,735 | 2,655 | REDUCE | -3,875 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| First Eagle Investment Mgmt | NEW BUY | +51,334 | New |
| Seth Klarman | ADD | +245,588 | +26.1% |
| Ken Griffin | REDUCE | -38,581 | -30.8% |
| Ray Dalio | REDUCE | -3,875 | -59.3% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Ray Dalio | NEW BUY | +6,530 | New |
| Seth Klarman | ADD | +263,403 | +39.0% |
| Tom Gayner | ADD | +5,750 | +63.9% |
| Ken Griffin | REDUCE | -54,009 | -30.1% |
Who Owns EXP? Superinvestor Holdings
EAGLE MATLS INC is held by 5 tracked superinvestors, with a combined position value of $277 million . The largest positions are held by Seth Klarman (4.6% of portfolio), Ken Griffin (0.0% of portfolio), First Eagle Investment Mgmt (0.0% of portfolio).
In the most recent quarter, 2 superinvestors added or initiated positions while 2 reduced or exited.