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Skylands Capital’s Eagle Materials EXP Stock Holding History

Skylands Capital’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 		$8.39M Sell
37,300
-10
-0% -$2.09K 1.03% 32
2026
Q1 		$7.07M Sell
37,310
-3,105
-8% -$661K 0.93% 33
2025
Q4 		$8.35M Sell
40,415
-200
-0.5% -$44.1K 1.13% 25
2025
Q3 		$9.46M Sell
40,615
-7,140
-15% -$1.62M 1.31% 19
2025
Q2 		$9.65M Buy
47,755
+300
+0.6% +$64.7K 1.4% 19
2025
Q1 		$10.5M Buy
47,455
+5,725
+14% +$1.36M 1.52% 16
2024
Q4 		$10.3M Sell
41,730
-2,775
-6% -$801K 1.44% 19
2024
Q3 		$12.8M Buy
44,505
+1,475
+3% +$369K 1.74% 15
2024
Q2 		$9.36M Sell
43,030
-75
-0.2% -$18.4K 1.33% 20
2024
Q1 		$11.7M Sell
43,105
-1,850
-4% -$437K 1.62% 14
2023
Q4 		$9.12M Buy
44,955
+1,120
+3% +$197K 1.34% 19
2023
Q3 		$7.3M Sell
43,835
-3,625
-8% -$659K 1.1% 24
2023
Q2 		$8.85M Sell
47,460
-1,750
-4% -$279K 1.27% 22
2023
Q1 		$7.22M Sell
49,210
-175
-0.4% -$24.8K 1.06% 28
2022
Q4 		$6.56M Sell
49,385
-8,000
-14% -$1.01M 1.04% 26
2022
Q3 		$6.15M Sell
57,385
-100
-0.2% -$12K 1.01% 30
2022
Q2 		$6.32M Sell
57,485
-600
-1% -$73.8K 0.93% 31
2022
Q1 		$7.46M Buy
58,085
+7,200
+14% +$1.02M 0.9% 30
2021
Q4 		$8.47M Sell
50,885
-2,925
-5% -$450K 0.98% 30
2021
Q3 		$7.06M Sell
53,810
-1,065
-2% -$153K 0.87% 33
2021
Q2 		$7.8M Sell
54,875
-2,900
-5% -$417K 0.92% 30
2021
Q1 		$7.77M Sell
57,775
-4,750
-8% -$576K 0.99% 29
2020
Q4 		$6.34M Sell
62,525
-15,154
-20% -$1.41M 0.92% 33
2020
Q3 		$6.71M Buy
77,679
+979
+1% +$79.1K 1.12% 28
2020
Q2 		$5.39M Buy
76,700
+14,775
+24% +$929K 0.95% 31
2020
Q1 		$3.62M Sell
61,925
-4,275
-6% -$341K 0.8% 29
2019
Q4 		$6M Sell
66,200
-6,750
-9% -$618K 0.87% 30
2019
Q3 		$6.57M Sell
72,950
-19,675
-21% -$1.69M 0.95% 28
2019
Q2 		$8.59M Sell
92,625
-32,075
-26% -$2.83M 1.18% 22
2019
Q1 		$10.5M Sell
124,700
-40,850
-25% -$2.95M 1.45% 16
2018
Q4 		$10.1M Buy
165,550
+46,075
+39% +$3.3M 1.66% 15
2018
Q3 		$10.2M Buy
119,475
+43,325
+57% +$4.21M 1.32% 19
2018
Q2 		$7.99M Sell
76,150
-11,950
-14% -$1.26M 1.05% 24
2018
Q1 		$9.08M Buy
88,100
+7,400
+9% +$798K 1.2% 21
2017
Q4 		$9.14M Sell
80,700
-6,900
-8% -$747K 1.18% 20
2017
Q3 		$9.35M Buy
87,600
+32,375
+59% +$3.09M 1.24% 20
2017
Q2 		$5.1M Buy
55,225
+26,625
+93% +$2.56M 0.71% 35
2017
Q1 		$2.78M Buy
28,600
+3,800
+15% +$387K 0.38% 64
2016
Q4 		$2.44M Sell
24,800
-16,200
-40% -$1.45M 0.37% 68
2016
Q3 		$3.17M Buy
41,000
+3,400
+9% +$273K 0.5% 51
2016
Q2 		$2.9M Sell
37,600
-550
-1% -$41.5K 0.47% 54
2016
Q1 		$2.67M Buy
38,150
+9,250
+32% +$539K 0.43% 58
2015
Q4 		$1.75M Buy
28,900
+22,650
+362% +$1.51M 0.25% 88
2015
Q3 		$427K Buy
+6,250
New +$488K 0.06% 162

Other funds holding EXP

HGIM
High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
HLCM
Hi-Line Capital Management Watertown, South Dakota $355M AUM 16.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
HIC
Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Skylands Capital's EXP Position: Q2 2026 in Review

Skylands Capital reduced its Eagle Materials (EXP) stake by 0.03% in Q2 2026, selling an estimated $2.09K and leaving 37,300 shares worth $8.39M. The position accounts for 1.03% of the portfolio, ranked #32.

Skylands Capital first reported a position in EXP in Q3 2015 and has held it in 44 quarters since. The position peaked at $12.8M in Q3 2024. 100 funds tracked by Wall St. Rank hold EXP as of Q2 2026.

  • Skylands Capital held 37,300 shares of Eagle Materials worth $8.39M as of Q2 2026.
  • Skylands Capital sold 10 Eagle Materials shares in Q2 2026, an estimated $2.09K.
  • Eagle Materials made up 1.03% of Skylands Capital's portfolio in Q2 2026, its #32 holding.
  • Skylands Capital first reported a position in Eagle Materials in Q3 2015 and has held it in 44 quarters since.
  • Skylands Capital's Eagle Materials position peaked at $12.8M in Q3 2024.
  • 100 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2026.

Based on Skylands Capital's 13F filing for Q2 2026, filed 24 Jul 2026.