Advisory Research’s Eagle Materials EXP Stock Holding History

Advisory Research’s Portfolio EXP Stock Details EXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.83M	Sell	12,588 -423	-3%	-$88.5K	0.28%	66
2026 Q1	$2.46M	Sell	13,011 -165	-1%	-$35.1K	0.3%	67
2025 Q4	$2.72M	Sell	13,176 -768	-6%	-$169K	0.34%	59
2025 Q3	$3.25M	Sell	13,944 -35,000	-72%	-$7.93M	0.43%	48
2025 Q2	$9.89M	Buy	48,944 +37,905	+343%	+$8.17M	1.52%	22
2025 Q1	$2.45M	Buy	11,039 +1,784	+19%	+$423K	0.43%	56
2024 Q4	$2.28M	Buy	9,255 +20	+0.2%	+$5.77K	0.38%	58
2024 Q3	$2.66M	Buy	9,235 +2,365	+34%	+$591K	0.47%	52
2024 Q2	$1.49M	Buy	6,870 +65	+1%	+$15.9K	0.28%	84
2024 Q1	$1.85M	Hold	6,805	–	–	0.37%	67
2023 Q4	$1.38M	Buy	+6,805	New	+$1.2M	0.21%	125
2018 Q1	–	Sell	-5,060	Closed	-$573K	–	388
2017 Q4	$573K	Sell	5,060 -127,820	-96%	-$13.8M	0.01%	317
2017 Q3	$14.2M	Sell	132,880 -73,378	-36%	-$7M	0.23%	101
2017 Q2	$19.1M	Sell	206,258 -16,044	-7%	-$1.54M	0.3%	89
2017 Q1	$21.6M	Sell	222,302 -132,181	-37%	-$13.5M	0.32%	79
2016 Q4	$34.9M	Sell	354,483 -91,146	-20%	-$8.18M	0.52%	58
2016 Q3	$34.4M	Sell	445,629 -126,468	-22%	-$10.2M	0.56%	59
2016 Q2	$44.1M	Sell	572,097 -501,870	-47%	-$37.9M	0.76%	44
2016 Q1	$75.3M	Sell	1,073,967 -481,906	-31%	-$28.1M	1.42%	19
2015 Q4	$94M	Buy	1,555,873 +689,202	+80%	+$45.9M	1.43%	18
2015 Q3	$59.3M	Buy	+866,671	New	+$67.7M	0.84%	35

Other funds holding EXP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisory Research's EXP Position: Q2 2026 in Review

Advisory Research reduced its Eagle Materials (EXP) stake by 3.3% in Q2 2026, selling an estimated $88.5K and leaving 12,588 shares worth $2.83M. The position accounts for 0.28% of the portfolio, ranked #66.

Advisory Research first reported a position in EXP in Q3 2015 and has held it in 21 quarters since. The position peaked at $94M in Q4 2015. 536 funds tracked by Wall St. Rank hold EXP as of Q2 2026.

Advisory Research held 12,588 shares of Eagle Materials worth $2.83M as of Q2 2026.
Advisory Research sold 423 Eagle Materials shares in Q2 2026, an estimated $88.5K.
Eagle Materials made up 0.28% of Advisory Research's portfolio in Q2 2026, its #66 holding.
Advisory Research first reported a position in Eagle Materials in Q3 2015 and has held it in 21 quarters since.
Advisory Research's Eagle Materials position peaked at $94M in Q4 2015.
536 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.