Eagle Materials Inc.
MX ˙ BMV ˙ US26969P1084
SecurityMX:EXP / Eagle Materials Inc.
InstitutionCallahan Advisors, LLC
Latest Disclosed Ownership32,547 shares
Latest Disclosed Value $ 6,166,017
Callahan Advisors, LLC reports 27.31% decrease in ownership of EXP / Eagle Materials Inc.

On May 12, 2026 - Callahan Advisors, LLC filed a 13F-HR form disclosing ownership of 32,547 shares of Eagle Materials Inc. (MX:EXP) valued at $6,166,017 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 44,774 shares of Eagle Materials Inc.. This represents a change in shares of -27.31% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F Eagle Materials COM 26969P108 32,547 -12,227 -27.31 6,166 -33.36 0.5146
2026-02-06 2025-12-31 13F Eagle Materials COM 26969P108 44,774 -434 -0.96 9,254 -12.17 0.7606
2025-10-31 2025-09-30 13F Eagle Materials COM 26969P108 45,208 367 0.82 10,535 16.25 0.8948
2025-07-28 2025-06-30 13F Eagle Materials COM 26969P108 44,841 2,003 4.68 9,063 -4.67 0.8145
2025-05-01 2025-03-31 13F Eagle Materials COM 26969P108 42,838 4,112 10.62 9,507 -0.51 0.9060
2025-01-31 2024-12-31 13F Eagle Materials COM 26969P108 38,726 -698 -1.77 9,556 -15.74 0.8994
2024-10-30 2024-09-30 13F Eagle Materials COM 26969P108 39,424 45 0.11 11,340 32.43 1.1049
2024-07-29 2024-06-30 13F Eagle Materials COM 26969P108 39,379 -1,200 -2.96 8,563 -22.35 0.8904
2024-04-24 2024-03-31 13F Eagle Materials COM 26969P108 40,579 1,484 3.80 11,027 39.05 1.1565
2024-01-24 2023-12-31 13F Eagle Materials COM 26969P108 39,095 1,561 4.16 7,930 26.88 0.9200
2023-10-23 2023-09-30 13F Eagle Materials COM 26969P108 37,534 4,541 13.76 6,250 1.63 0.7850
2023-07-31 2023-06-30 13F Eagle Materials COM 26969P108 32,993 2,899 9.63 6,150 39.27 0.7474
2023-04-28 2023-03-31 13F Eagle Materials COM 26969P108 30,094 1,011 3.48 4,416 14.32 0.5705
2023-02-03 2022-12-31 13F Eagle Materials COM 26969P108 29,083 201 0.70 3,864 24.77 0.5287
2022-11-14 2022-09-30 13F/A-1 Eagle Materials COM 26969P108 28,882 4,940 20.63 3,096 17.63 0.4446
2022-10-27 2022-09-30 13F Eagle Materials COM 26969P108 28,882 4,940 3,096 0.4446
2022-07-29 2022-06-30 13F Eagle Materials COM 26969P108 23,942 7,580 46.33 2,632 25.33 0.3503
2022-04-27 2022-03-31 13F Eagle Materials COM 26969P108 16,362 8,210 100.71 2,100 54.75 0.2396
2022-02-08 2021-12-31 13F Eagle Materials COM 26969P108 8,152 8,152 1,357 0.1522
2020-01-21 2019-12-31 13F Eagle Materials COM 26969P108 0 -3,871 -100.00 0 -100.00
2019-10-21 2019-09-30 13F Eagle Materials COM 26969P108 3,871 -7,281 -65.29 348 -66.34 0.0608
2019-07-17 2019-06-30 13F Eagle Materials COM 26969P108 11,152 -2,640 -19.14 1,034 -11.09 0.1856
2019-04-22 2019-03-31 13F Eagle Materials COM 26969P108 13,792 200 1.47 1,163 40.12 0.2165
2019-01-24 2018-12-31 13F Eagle Materials COM 26969P108 13,592 -27,032 -66.54 830 -76.03 0.1772
2018-10-15 2018-09-30 13F Eagle Materials COM 26969P108 40,624 -844 -2.04 3,463 -20.45 0.6425
2018-07-19 2018-06-30 13F Eagle Materials COM 26969P108 41,468 5,636 15.73 4,353 17.87 0.8580
2018-04-30 2018-03-31 13F Eagle Materials COM 26969P108 35,832 3,180 9.74 3,693 -0.16 0.7571
2018-01-30 2017-12-31 13F Eagle Materials COM 26969P108 32,652 2,996 10.10 3,699 16.91 0.7343
2017-10-26 2017-09-30 13F Eagle Materials COM 26969P108 29,656 4,625 18.48 3,164 36.79 0.6653
2017-07-31 2017-06-30 13F Eagle Materials COM 26969P108 25,031 3,356 15.48 2,313 9.83 0.5034
2017-04-27 2017-03-31 13F Eagle Materials COM 26969P108 21,675 7,915 57.52 2,106 55.31 0.4741
2017-01-31 2016-12-31 13F Eagle Materials COM 26969P108 13,760 13,760 1,356 0.3269
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.