# Eagle Materials (EXP): value investors who own it

3 value investors held Eagle Materials in their Q3 2026 13F, led by Baupost Group, Horizon Kinetics, Markel Group.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Baupost Group | 2.2% | $119m | Trimmed -40% | 10 |
| Horizon Kinetics | 0.0% | $2.4m | Trimmed -37% | 11 |
| Markel Group | 0.0% | $3.3m | Unchanged | 6 |
| First Eagle Investment Management | 0.0% | $0k | Sold out | 2 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-08-24 | Thompson Tony | Senior Vice President | Sold | 3074 | $627k |
| 2026-08-03 | Carter Margot Lebenberg | Director | Sold | 561 | $119k |
| 2026-07-31 | Carter Margot Lebenberg | Director | Sold | 2517 | $512k |
| 2026-07-31 | Carter Margot Lebenberg | Director | Sold | 1659 | $339k |
| 2026-07-31 | Carter Margot Lebenberg | Director | Sold | 478 | $98k |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/exp). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.