Position in EXP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,034,525
+$3,616,930 QoQ
Shares Held
35,709
+53.1% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#96
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, 2026PICTON MAHONEY ASSET MANAGEMENT holds $8,364,000 across 2 Building Materials names. EXP ranks #1 (96.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXP |
Eagle Materials Inc
This page
|
35,709 | $8,034,525 | |
| 2 | JHX |
James Hardie Industries plc
|
12,585 | $329,475 |
All Filings in EXP
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,034,525 | 35,709 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,417,595 | 23,318 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,404,973 | 45,505 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,391,096 | 31,716 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||