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Tom Gayner’s Eagle Materials EXP Stock Holding History

Tom Gayner’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 		$3.32M Hold
14,750
– – 0.03% 124
2026
Q1 		$2.79M Hold
14,750
– – 0.02% 124
2025
Q4 		$3.05M Hold
14,750
– – 0.02% 124
2025
Q3 		$3.44M Buy
14,750
+5,750
+64% +$1.3M 0.03% 120
2025
Q2 		$1.82M Buy
9,000
+5,500
+157% +$1.19M 0.02% 131
2025
Q1 		$777K Buy
+3,500
New +$830K 0.01% 133

Other funds holding EXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tom Gayner's EXP Position: Q2 2026 in Review

Tom Gayner held its Eagle Materials (EXP) position steady in Q2 2026 at 14,750 shares worth $3.32M. The position accounts for 0.03% of the portfolio, ranked #124.

Tom Gayner first reported a position in EXP in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.44M in Q3 2025. 530 funds tracked by Wall St. Rank hold EXP as of Q2 2026.

  • Tom Gayner held 14,750 shares of Eagle Materials worth $3.32M as of Q2 2026.
  • Tom Gayner left its Eagle Materials share count unchanged in Q2 2026.
  • Eagle Materials made up 0.03% of Tom Gayner's portfolio in Q2 2026, its #124 holding.
  • Tom Gayner first reported a position in Eagle Materials in Q1 2025 and has held it in 6 quarters since.
  • Tom Gayner's Eagle Materials position peaked at $3.44M in Q3 2025.
  • 530 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2026.

Based on Markel Group's 13F filing for Q2 2026, filed 31 Jul 2026.