12th Street Asset Management Company’s Eagle Materials EXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.13M	Buy	27,102 +152	+0.6%	+$32.3K	0.84%	29
2025 Q4	$5.57M	Buy	26,950 +11	+0%	+$2.43K	0.92%	27
2025 Q3	$6.28M	Sell	26,939 -349	-1%	-$79.1K	1.06%	25
2025 Q2	$5.52M	Sell	27,288 -15,405	-36%	-$3.32M	0.95%	28
2025 Q1	$9.47M	Buy	42,693 +628	+1%	+$149K	1.61%	19
2024 Q4	$10.4M	Buy	42,065 +1,511	+4%	+$436K	1.71%	22
2024 Q3	$11.7M	Buy	40,554 +972	+2%	+$243K	1.97%	21
2024 Q2	$8.61M	Sell	39,582 -9,527	-19%	-$2.33M	1.57%	21
2024 Q1	$13.3M	Buy	49,109 +1,499	+3%	+$354K	2.31%	19
2023 Q4	$9.66M	Buy	47,610 +472	+1%	+$83K	1.82%	21
2023 Q3	$7.85M	Buy	47,138 +8,207	+21%	+$1.49M	1.61%	20
2023 Q2	$7.26M	Buy	38,931 +13,762	+55%	+$2.19M	1.46%	21
2023 Q1	$3.69M	Buy	25,169 +6,035	+32%	+$856K	0.77%	27
2022 Q4	$2.54M	Buy	19,134 +121	+0.6%	+$15.3K	0.56%	26
2022 Q3	$2.04M	Buy	19,013 +11,704	+160%	+$1.4M	0.57%	25
2022 Q2	$804K	Buy	+7,309	New	+$899K	0.2%	28