Perennial Advisors’s Eagle Materials EXP Stock Holding History

Perennial Advisors’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 Q3	$862K	Hold	5,043	–	–	0.13%	88
2026 Q2	$1.13M	Hold	5,043	–	–	0.17%	79
2026 Q1	$955K	Sell	5,043 -50	-1%	-$10.6K	0.16%	73
2025 Q4	$1.05M	Hold	5,093	–	–	0.18%	66
2025 Q3	$1.19M	Sell	5,093 -50	-1%	-$11.3K	0.21%	63
2025 Q2	$1.04M	Sell	5,143 -25	-0.5%	-$5.39K	0.19%	67
2025 Q1	$1.15M	Buy	+5,168	New	+$1.23M	0.23%	64
2024 Q2	$1.34M	Sell	6,181 -50	-0.8%	-$12.2K	0.3%	61
2024 Q1	$1.69M	Hold	6,231	–	–	0.39%	57
2023 Q4	$1.26M	Sell	6,231 -101	-2%	-$17.8K	0.31%	63
2023 Q3	$1.05M	Sell	6,332 -251	-4%	-$45.6K	0.28%	62
2023 Q2	$1.23M	Buy	+6,583	New	+$1.05M	0.31%	62

Other funds holding EXP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

High Ground Investment Management London, United Kingdom $1.3B AUM 17.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return

Perennial Advisors's EXP Position: Q3 2026 in Review

Perennial Advisors held its Eagle Materials (EXP) position steady in Q3 2026 at 5,043 shares worth $862K. The position accounts for 0.13% of the portfolio, ranked #88.

Perennial Advisors first reported a position in EXP in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.69M in Q1 2024. 218 funds tracked by Wall St. Rank hold EXP as of Q3 2026.

Perennial Advisors held 5,043 shares of Eagle Materials worth $862K as of Q3 2026.
Perennial Advisors left its Eagle Materials share count unchanged in Q3 2026.
Eagle Materials made up 0.13% of Perennial Advisors's portfolio in Q3 2026, its #88 holding.
Perennial Advisors first reported a position in Eagle Materials in Q2 2023 and has held it in 12 quarters since.
Perennial Advisors's Eagle Materials position peaked at $1.69M in Q1 2024.
218 funds tracked by Wall St. Rank held Eagle Materials as of Q3 2026.

Based on Perennial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.