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 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return