2 hedge funds and family offices disclose a EXP position in their latest SEC 13F filing — combined $172.5M in market value. Of those, 2 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Seth Klarman | BAUPOST GROUP LLC/MA | 892,763 | $169.1M | 3.31% | 2026-03-31 |
| 2 | Tom Gayner | Markel Group Inc. | 14,750 | $3.3M | 0.03% | 2026-06-30 |
As of the latest 13F window, 2 tracked superinvestors hold EXP. The largest disclosed position is Seth Klarman at $169.1M (3.3% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying EXP, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
2 hedge funds and family offices disclose a EXP position in their latest SEC 13F filing — combined $172.5M in market value. Of those, 2 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Seth Klarman | BAUPOST GROUP LLC/MA | 892,763 | $169.1M | 3.31% | 2026-03-31 |
| 2 | Tom Gayner | Markel Group Inc. | 14,750 | $3.3M | 0.03% | 2026-06-30 |
As of the latest 13F window, 2 tracked superinvestors hold EXP. The largest disclosed position is Seth Klarman at $169.1M (3.3% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying EXP, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
