Position in EXP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,398,825
+$519,399 QoQ
Shares Held
6,217
+33.9% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
1.43%
of 13F equity value
Holder Rank
#212
of 533 holders
Holding Since
Jun 2023
13 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, 2026DELPHI MANAGEMENT INC /MA/ holds $1,591,862 across 2 Building Materials names. EXP ranks #1 (87.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXP |
Eagle Materials Inc
This page
|
6,217 | $1,398,825 | |
| 2 | TTAM |
Titan America SA
|
10,345 | $193,037 |
All Filings in EXP
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,398,825 | 6,217 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $879,426 | 4,642 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,207,631 | 5,843 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,243,501 | 5,336 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,076,437 | 5,326 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $1,311,384 | 5,909 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,283,892 | 5,203 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,652,549 | 5,745 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $1,697,927 | 7,808 | Shares | Sole | 2024-08-26 | |
| 2024-03-31 | $1,985,133 | 7,305 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $1,701,421 | 8,388 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $1,247,234 | 7,490 | Shares | Sole | 2024-01-25 | |
| 2023-06-30 | $1,203,527 | 6,456 | Shares | Sole | 2023-08-28 | |
| No filing history on record for this holder in this stock. | ||||||