Eagle Materials Inc.
MX ˙ BMV ˙ US26969P1084
SecurityMX:EXP / Eagle Materials Inc.
InstitutionHarbor Island Capital LLC
Latest Disclosed Ownership59,157 shares
Latest Disclosed Value $ 11,207,294
Harbor Island Capital LLC reports 37.83% increase in ownership of EXP / Eagle Materials Inc.

On May 12, 2026 - Harbor Island Capital LLC filed a 13F-HR form disclosing ownership of 59,157 shares of Eagle Materials Inc. (MX:EXP) valued at $11,207,294 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 42,920 shares of Eagle Materials Inc.. This represents a change in shares of 37.83% 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 MATLS COM 26969P108 59,157 16,237 37.83 11,207 26.35 4.1636
2026-01-23 2025-12-31 13F EAGLE MATLS COM 26969P108 42,920 0 0.00 8,871 -11.32 3.4012
2025-10-22 2025-09-30 13F EAGLE MATLS COM 26969P108 42,920 0 0.00 10,002 15.31 4.2807
2025-08-07 2025-06-30 13F EAGLE MATLS COM 26969P108 42,920 -1,851 -4.13 8,675 -12.70 4.0704
2025-05-09 2025-03-31 13F Eagle Materials COM 26969P108 44,771 -720 -1.58 9,936 -11.48 4.9212
2025-01-27 2024-12-31 13F EAGLE MATLS COM 26969P108 45,491 0 0.00 11,225 -14.21 5.3710
2024-10-17 2024-09-30 13F EAGLE MATLS COM 26969P108 45,491 0 0.00 13,085 32.28 6.1906
2024-07-25 2024-06-30 13F EAGLE MATLS COM 26969P108 45,491 2,468 5.74 9,892 -15.39 4.2601
2024-04-18 2024-03-31 13F EAGLE MATLS COM 26969P108 43,023 0 0.00 11,692 33.98 5.3550
2024-01-17 2023-12-31 13F EAGLE MATLS COM 26969P108 43,023 0 0.00 8,727 21.80 4.3288
2023-11-07 2023-09-30 13F EAGLE MATLS COM 26969P108 43,023 -1,964 -4.37 7,164 -14.57 4.1398
2023-07-13 2023-06-30 13F EAGLE MATLS COM 26969P108 44,987 -6,583 -12.77 8,386 10.82 4.4855
2023-04-17 2023-03-31 13F EAGLE MATLS COM 26969P108 51,570 0 0.00 7,568 10.45 4.1562
2023-01-17 2022-12-31 13F EAGLE MATLS COM 26969P108 51,570 0 0.00 6,851 23.96 4.3620
2022-10-14 2022-09-30 13F EAGLE MATLS COM 26969P108 51,570 0 0.00 5,527 -2.52 3.8640
2022-07-26 2022-06-30 13F EAGLE MATLS COM 26969P108 51,570 0 0.00 5,670 -14.35 3.4695
2022-05-06 2022-03-31 13F EAGLE MATLS COM 26969P108 51,570 50 0.10 6,620 -22.81 3.1786
2022-01-27 2021-12-31 13F EAGLE MATLS COM 26969P108 51,520 0 0.00 8,576 26.92 3.8025
2021-10-19 2021-09-30 13F EAGLE MATLS COM 26969P108 51,520 0 0.00 6,757 -7.72 3.5585
2021-07-28 2021-06-30 13F EAGLE MATLS COM 26969P108 51,520 120 0.23 7,322 5.98 3.6429
2021-04-15 2021-03-31 13F Eagle Materials COM 26969P108 51,400 0 0.00 6,909 32.64 3.5884
2021-01-26 2020-12-31 13F EAGLE MATLS COM 26969P108 51,400 0 0.00 5,209 17.40 3.3410
2020-10-27 2020-09-30 13F EAGLE MATLS COM 26969P108 51,400 0 0.00 4,437 22.94 3.5675
2020-08-04 2020-06-30 13F EAGLE MATERIALS COM 26969P108 51,400 0 0.00 3,609 20.18 3.0140
2020-04-30 2020-03-31 13F EAGLE MATERIALS COM 26969P108 51,400 11,380 28.44 3,003 -17.23 2.8955
2020-01-29 2019-12-31 13F EAGLE MATERIALS COM 26969P108 40,020 -670 -1.65 3,628 -0.96 2.7175
2019-10-29 2019-09-30 13F EAGLE MATERIALS COM 26969P108 40,690 0 0.00 3,663 -2.89 3.0856
2019-07-25 2019-06-30 13F EAGLE MATERIALS COM 26969P108 40,690 0 0.00 3,772 9.97 3.4008
2019-05-09 2019-03-31 13F EAGLE MATERIALS COM 26969P108 40,690 0 0.00 3,430 38.14 3.2145
2019-02-01 2018-12-31 13F EAGLE MATERIALS COM 26969P108 40,690 0 0.00 2,483 -28.40 2.5578
2018-11-05 2018-09-30 13F EAGLE MATERIALS COM 26969P108 40,690 0 0.00 3,468 -18.80 3.0416
2018-08-03 2018-06-30 13F EAGLE MATERIALS COM 26969P108 40,690 0 0.00 4,271 1.86 3.8654
2018-04-25 2018-03-31 13F EAGLE MATERIALS COM 26969P108 40,690 -500 -1.21 4,193 -10.16 3.7367
2018-02-09 2017-12-31 13F EAGLE MATERIALS COM 26969P108 41,190 41,190 4,667 4.1456
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.