Position in EXP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$155,119,950
+$54,143,479 QoQ
Shares Held
689,422
+29.3% QoQ
Ownership
2.25%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#12
of 532 holders
Holding Since
Mar 2026
2 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, 2026London & Capital Asset Management Ltd holds $323,360,612 across 2 Building Materials names. EXP ranks #2 (48.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMC |
Vulcan Materials CO
|
570,288 | $168,240,662 | |
| 2 | EXP |
Eagle Materials Inc
This page
|
689,422 | $155,119,950 |
All Filings in EXP
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $155,119,950 | 689,422 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $100,976,471 | 532,998 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||