Why a $104 Million Allocation to Eagle Materials Stock Could Signal Confidence in Construction's Next Cycle

This U.S. supplier serves construction and packaging markets with a diverse mix of cement, aggregates, wallboard, and paperboard.On February 13, 2026, Black Creek Investment Management Inc. disclosed a new position in Eagle Materials (EXP +0.95%), acquiring 502,120 shares in the fourth quarter with an estimated trade value of $103.78 million.What happenedAccording to a SEC filing dated February 13, 2026, Black Creek Investment Management Inc. established a new position in Eagle Materials (EXP +0.95%), acqui ...