Reinhart Partners’s Eagle Materials EXP Stock Holding History

Reinhart Partners’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	$5.09M	Sell	22,616 -1,082	-5%	-$226K	0.12%	54
2026 Q1	$4.49M	Sell	23,698 -1,778	-7%	-$378K	0.13%	60
2025 Q4	$5.27M	Sell	25,476 -9,545	-27%	-$2.11M	0.16%	56
2025 Q3	$8.16M	Sell	35,021 -2,169	-6%	-$492K	0.27%	50
2025 Q2	$7.52M	Sell	37,190 -2,330	-6%	-$502K	0.26%	59
2025 Q1	$8.77M	Buy	39,520 +8,305	+27%	+$1.97M	0.32%	58
2024 Q4	$7.7M	Sell	31,215 -6,945	-18%	-$2M	0.3%	66
2024 Q3	$11M	Sell	38,160 -3,278	-8%	-$820K	0.42%	58
2024 Q2	$9.01M	Sell	41,438 -3,490	-8%	-$854K	0.37%	64
2024 Q1	$12.2M	Sell	44,928 -801	-2%	-$189K	0.5%	55
2023 Q4	$9.28M	Sell	45,729 -37,685	-45%	-$6.62M	0.41%	68
2023 Q3	$13.9M	Sell	83,414 -3,251	-4%	-$591K	0.72%	54
2023 Q2	$16.2M	Sell	86,665 -29,234	-25%	-$4.66M	0.82%	48
2023 Q1	$17M	Sell	115,899 -12,155	-9%	-$1.72M	0.92%	49
2022 Q4	$17M	Buy	128,054 +4,510	+4%	+$570K	0.92%	44
2022 Q3	$13.2M	Sell	123,544 -10,615	-8%	-$1.27M	0.82%	61
2022 Q2	$14.8M	Buy	+134,159	New	+$16.5M	0.81%	58

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

Reinhart Partners's EXP Position: Q2 2026 in Review

Reinhart Partners reduced its Eagle Materials (EXP) stake by 4.6% in Q2 2026, selling an estimated $226K and leaving 22,616 shares worth $5.09M. The position accounts for 0.12% of the portfolio, ranked #54.

Reinhart Partners first reported a position in EXP in Q2 2022 and has held it in 17 quarters since. The position peaked at $17M in Q4 2022. 534 funds tracked by Wall St. Rank hold EXP as of Q2 2026.

Reinhart Partners held 22,616 shares of Eagle Materials worth $5.09M as of Q2 2026.
Reinhart Partners sold 1,082 Eagle Materials shares in Q2 2026, an estimated $226K.
Eagle Materials made up 0.12% of Reinhart Partners's portfolio in Q2 2026, its #54 holding.
Reinhart Partners first reported a position in Eagle Materials in Q2 2022 and has held it in 17 quarters since.
Reinhart Partners's Eagle Materials position peaked at $17M in Q4 2022.
534 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2026.

Based on Reinhart Partners's 13F filing for Q2 2026, filed 8 Jul 2026.