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Baupost Group

Superinvestor

Baupost Group LLC

SEC CIK
0001061768
Manager
Seth Klarman
Style
Value
Latest filing
Aug 13, 2026

EXP holding history

Eagle Materials Inc in every 13F filed by Baupost Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EXP overviewAll 13F holders of EXPFull Q2 2026 holdings

Shares (Q2 2026)
530,763
Value
$119.4M
% of portfolio
2.2%
Quarters held
10
Since Q1 2024
Holdings of EXP by Baupost Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026530,763$119.4M2.2%−362,000−40.5%ReducedHolders
Q1 2026892,763$169.1M3.3%−292,485−24.7%ReducedHolders
Q4 20251,185,248$245.0M4.6%+245,588+26.1%AddedHolders
Q3 2025939,660$219.0M4.6%+263,403+39.0%AddedHolders
Q2 2025676,257$136.7M3.3%−233,376−25.7%ReducedHolders
Q1 2025909,633$201.9M5.8%+271,410+42.5%AddedHolders
Q4 2024638,223$157.5M4.6%+137,950+27.6%AddedHolders
Q3 2024500,273$143.9M4.1%+158,171+46.2%AddedHolders
Q2 2024342,102$74.4M2.0%+80,102+30.6%AddedHolders
Q1 2024262,000$71.2M2.0%+262,000NewHolders