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Cramer Rosenthal McGlynn’s Eagle Materials EXP Stock Holding History

Cramer Rosenthal McGlynn’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 		$3.99M Buy
21,072
+791
+4% +$168K 0.29% 78
2025
Q4 		$4.19M Sell
20,281
-21,694
-52% -$4.79M 0.27% 75
2025
Q3 		$9.78M Sell
41,975
-72,044
-63% -$16.3M 0.61% 59
2025
Q2 		$23M Buy
114,019
+1,923
+2% +$414K 1.58% 27
2025
Q1 		$24.9M Buy
112,096
+26,523
+31% +$6.29M 1.79% 21
2024
Q4 		$21.1M Sell
85,573
-9,700
-10% -$2.8M 1.19% 34
2024
Q3 		$27.4M Buy
95,273
+29,461
+45% +$7.37M 1.52% 28
2024
Q2 		$14.3M Sell
65,812
-5,007
-7% -$1.23M 0.84% 51
2024
Q1 		$19.2M Sell
70,819
-22,283
-24% -$5.26M 1.04% 46
2023
Q4 		$18.9M Sell
93,102
-44,721
-32% -$7.86M 1.03% 45
2023
Q3 		$23M Sell
137,823
-7,930
-5% -$1.44M 1.28% 32
2023
Q2 		$27.2M Sell
145,753
-6,378
-4% -$1.02M 1.36% 28
2023
Q1 		$22.3M Buy
152,131
+13,288
+10% +$1.88M 1.01% 40
2022
Q4 		$18.4M Buy
138,843
+4,239
+3% +$536K 0.81% 55
2022
Q3 		$14.4M Sell
134,604
-1,953
-1% -$234K 0.69% 58
2022
Q2 		$15M Sell
136,557
-3,707
-3% -$456K 0.69% 58
2022
Q1 		$18M Buy
140,264
+282
+0.2% +$40K 0.7% 58
2021
Q4 		$23.3M Buy
139,982
+26
+0% +$4K 0.75% 56
2021
Q3 		$18.4M Buy
139,956
+12,383
+10% +$1.78M 0.63% 59
2021
Q2 		$18.1M Buy
127,573
+53
+0% +$7.62K 0.58% 66
2021
Q1 		$17.1M Sell
127,520
-72,932
-36% -$8.84M 0.57% 65
2020
Q4 		$20.3M Buy
+200,452
New +$18.6M 0.64% 54
2016
Q3 		– Sell
-408,066
Closed -$31.5M – 206
2016
Q2 		$31.5M Sell
408,066
-3,625
-0.9% -$274K 0.51% 84
2016
Q1 		$28.9M Sell
411,691
-128,140
-24% -$7.46M 0.45% 92
2015
Q4 		$32.6M Sell
539,831
-135,405
-20% -$9.02M 0.49% 89
2015
Q3 		$46.2M Buy
675,236
+85,951
+15% +$6.71M 0.62% 65
2015
Q2 		$45M Sell
589,285
-175,635
-23% -$14.5M 0.56% 84
2015
Q1 		$63.9M Buy
764,920
+179,765
+31% +$14M 0.72% 48
2014
Q4 		$44.5M Buy
+585,155
New +$49.5M 0.46% 88

Other funds holding EXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
BCIM
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

Cramer Rosenthal McGlynn's EXP Position: Q1 2026 in Review

Cramer Rosenthal McGlynn increased its Eagle Materials (EXP) stake by 3.9% in Q1 2026, buying an estimated $168K and bringing the position to 21,072 shares worth $3.99M. The position accounts for 0.29% of the portfolio, ranked #78.

Cramer Rosenthal McGlynn first reported a position in EXP in Q4 2014 and has held it in 29 quarters since. The position peaked at $63.9M in Q1 2015. 481 funds tracked by Wall St. Rank hold EXP as of Q1 2026.

  • Cramer Rosenthal McGlynn held 21,072 shares of Eagle Materials worth $3.99M as of Q1 2026.
  • Cramer Rosenthal McGlynn bought 791 Eagle Materials shares in Q1 2026, an estimated $168K.
  • Eagle Materials made up 0.29% of Cramer Rosenthal McGlynn's portfolio in Q1 2026, its #78 holding.
  • Cramer Rosenthal McGlynn first reported a position in Eagle Materials in Q4 2014 and has held it in 29 quarters since.
  • Cramer Rosenthal McGlynn's Eagle Materials position peaked at $63.9M in Q1 2015.
  • 481 funds tracked by Wall St. Rank held Eagle Materials as of Q1 2026.

Based on Cramer Rosenthal McGlynn's 13F filing for Q1 2026, filed 15 May 2026.