Position in EXP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$49,500,000
+$18,240,750 QoQ
Shares Held
220,000
+33.3% QoQ
Ownership
0.717%
of shares outstanding
% of Portfolio
5.98%
of 13F equity value
Holder Rank
#39
of 532 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXP Over Time
Shares Held
Position Value (USD)
Position in Building Materials
Basic Materials · as of Jun 30, 2026ACK Asset Management LLC holds $104,478,000 across 2 Building Materials names. EXP ranks #2 (47.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JHX |
James Hardie Industries plc
|
2,100,000 | $54,978,000 | |
| 2 | EXP |
Eagle Materials Inc
This page
|
220,000 | $49,500,000 |
All Filings in EXP
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,500,000 | 220,000 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $31,259,250 | 165,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $34,102,200 | 165,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $20,973,600 | 90,000 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||