Hi-Line Capital Management’s Eagle Materials EXP Stock Holding History

Hi-Line Capital Management’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	$11.9M	Buy	53,020 +688	+1%	+$144K	3.36%	8
2026 Q1	$9.92M	Buy	52,332 +19,604	+60%	+$4.17M	3.12%	10
2025 Q4	$6.77M	Buy	32,728 +1,930	+6%	+$426K	2.25%	20
2025 Q3	$7.18M	Buy	30,798 +827	+3%	+$187K	2.27%	19
2025 Q2	$6.06M	Buy	29,971 +8,501	+40%	+$1.83M	2.15%	20
2025 Q1	$4.77M	Buy	+21,470	New	+$5.09M	1.78%	23

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 $3.37T AUM 44.26% 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

Hi-Line Capital Management's EXP Position: Q2 2026 in Review

Hi-Line Capital Management increased its Eagle Materials (EXP) stake by 1.3% in Q2 2026, buying an estimated $144K and bringing the position to 53,020 shares worth $11.9M. The position accounts for 3.36% of the portfolio, ranked #8.

Hi-Line Capital Management first reported a position in EXP in Q1 2025 and has held it in 6 quarters since. 533 funds tracked by Wall St. Rank hold EXP as of Q2 2026.

Hi-Line Capital Management held 53,020 shares of Eagle Materials worth $11.9M as of Q2 2026.
Hi-Line Capital Management bought 688 Eagle Materials shares in Q2 2026, an estimated $144K.
Eagle Materials made up 3.36% of Hi-Line Capital Management's portfolio in Q2 2026, its #8 holding.
Hi-Line Capital Management first reported a position in Eagle Materials in Q1 2025 and has held it in 6 quarters since.
533 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2026.

Based on Hi-Line Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.