Eagle Materials Inc.
|
(Name of Issuer)
|
Common Stock, par value $0.01 per share
|
(Title of Class of Securities)
|
26969P108
|
(CUSIP Number)
|
Michael D. Adamski
Sachem Head Capital Management LP
250 West 55th Street, 34th Floor
New York, New York 10019
212-714-3300
|
(Name, Address and Telephone Number of Person Authorized to Receive
Notices and Communications)
Copies to:
Richard M. Brand
Joshua A. Apfelroth
Cadwalader, Wickersham & Taft LLP
One World Financial Center
New York, NY 10281
(212) 504-6000
|
October 2, 2020
|
(Date of Event which Requires Filing of this Statement)
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CUSIP No. 26969P108
|
SCHEDULE 13D
|
Page 2 of 9
|
1
|
NAME OF REPORTING PERSON OR
|
|
I.R.S. IDENTIFICATION NO. OF ABOVE PERSON
|
||
Sachem Head Capital Management LP
|
||
2
|
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
|
(a) ☐
|
|
(b) ☐
|
|
3
|
SEC USE ONLY
|
|
|
||
4
|
SOURCE OF FUNDS
|
|
OO (See Item 3)
|
||
5
|
CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e)
|
☐
|
|
||
6
|
CITIZENSHIP OR PLACE OF ORGANIZATION
|
|
Delaware
|
||
NUMBER OF
SHARES BENEFICIALLY
OWNED BY EACH
REPORTING
PERSON
WITH
|
7
|
SOLE VOTING POWER
|
|
0
|
|||
8
|
SHARED VOTING POWER
|
||
2,342,834
|
|||
9
|
SOLE DISPOSITIVE POWER
|
||
0
|
|||
10
|
SHARED DISPOSITIVE POWER
|
||
2,342,834
|
|||
11
|
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
|
|
2,342,834
|
||
12
|
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES
|
☐
|
|
||
13
|
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
|
|
5.6%
|
||
14
|
TYPE OF REPORTING PERSON
|
|
IA
|
CUSIP No. 26969P108
|
SCHEDULE 13D
|
Page 3 of 9
|
1
|
NAME OF REPORTING PERSON OR
|
|
I.R.S. IDENTIFICATION NO. OF ABOVE PERSON
|
||
Uncas GP LLC
|
||
2
|
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
|
(a) ☐
|
|
(b) ☐
|
|
3
|
SEC USE ONLY
|
|
|
||
4
|
SOURCE OF FUNDS
|
|
OO (See Item 3)
|
||
5
|
CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e)
|
☐
|
|
||
6
|
CITIZENSHIP OR PLACE OF ORGANIZATION
|
|
Delaware
|
||
NUMBER OF
SHARES BENEFICIALLY
OWNED BY EACH
REPORTING
PERSON
WITH
|
7
|
SOLE VOTING POWER
|
|
0
|
|||
8
|
SHARED VOTING POWER
|
||
2,342,834
|
|||
9
|
SOLE DISPOSITIVE POWER
|
||
0
|
|||
10
|
SHARED DISPOSITIVE POWER
|
||
2,342,834
|
|||
11
|
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
|
|
2,342,834
|
||
12
|
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES
|
☐
|
|
||
13
|
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
|
|
5.6%
|
||
14
|
TYPE OF REPORTING PERSON
|
|
OO
|
CUSIP No. 26969P108
|
SCHEDULE 13D
|
Page 4 of 9
|
1
|
NAME OF REPORTING PERSON OR
|
|
I.R.S. IDENTIFICATION NO. OF ABOVE PERSON
|
||
Sachem Head GP LLC
|
||
2
|
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
|
(a) ☐
|
|
(b) ☐
|
|
3
|
SEC USE ONLY
|
|
|
||
4
|
SOURCE OF FUNDS
|
|
OO (See Item 3)
|
||
5
|
CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e)
|
☐
|
|
||
6
|
CITIZENSHIP OR PLACE OF ORGANIZATION
|
|
Delaware
|
||
NUMBER OF
SHARES BENEFICIALLY
OWNED BY EACH
REPORTING
PERSON
WITH
|
7
|
SOLE VOTING POWER
|
|
0
|
|||
8
|
SHARED VOTING POWER
|
||
1,422,791
|
|||
9
|
SOLE DISPOSITIVE POWER
|
||
0
|
|||
10
|
SHARED DISPOSITIVE POWER
|
||
1,422,791
|
|||
11
|
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
|
|
1,422,791
|
||
12
|
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES
|
☐
|
|
||
13
|
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
|
|
3.4%
|
||
14
|
TYPE OF REPORTING PERSON
|
|
OO
|
CUSIP No. 26969P108
|
SCHEDULE 13D
|
Page 5 of 9
|
1
|
NAME OF REPORTING PERSON OR
|
|
I.R.S. IDENTIFICATION NO. OF ABOVE PERSON
|
||
Scott D. Ferguson
|
||
2
|
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
|
(a) ☐
|
|
(b) ☐
|
|
3
|
SEC USE ONLY
|
|
|
||
4
|
SOURCE OF FUNDS
|
|
OO (See Item 3)
|
||
5
|
CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e)
|
☐
|
|
||
6
|
CITIZENSHIP OR PLACE OF ORGANIZATION
|
|
United States
|
||
NUMBER OF
SHARES BENEFICIALLY
OWNED BY EACH
REPORTING
PERSON
WITH
|
7
|
SOLE VOTING POWER
|
|
0
|
|||
8
|
SHARED VOTING POWER
|
||
2,342,834
|
|||
9
|
SOLE DISPOSITIVE POWER
|
||
0
|
|||
10
|
SHARED DISPOSITIVE POWER
|
||
2,342,834
|
|||
11
|
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
|
|
2,342,834
|
||
12
|
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES
|
☐
|
|
||
13
|
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
|
|
5.6%
|
||
14
|
TYPE OF REPORTING PERSON
|
|
IN
|
CUSIP No. 26969P108
|
SCHEDULE 13D
|
Page 6 of 9
|
Item 5.
|
Interest in Securities of the Issuer
|
CUSIP No. 26969P108
|
SCHEDULE 13D
|
Page 7 of 9
|
Item 7.
|
Material to be Filed as Exhibits
|
Exhibit 99.1
|
Joint Filing Agreement, among Sachem Head Capital Management LP, Uncas GP LLC, Sachem Head GP LLC and Scott D. Ferguson.*
|
Exhibit 99.2
|
Trading data.*
|
Exhibit 99.3
|
Press Release and Letter to Shareholders, dated May 8, 2019.*
|
Exhibit 99.4
|
Form of Engagement and Indemnification Agreement entered into by and between Sachem Head Capital Management LP on behalf of Sachem Head LP and each Nominee.*
|
Exhibit 99.5
|
Trading data.*
|
Exhibit 99.6
|
Trading data.
|
CUSIP No. 26969P108
|
SCHEDULE 13D
|
Page 8 of 9
|
SACHEM HEAD CAPITAL MANAGEMENT LP | |||
By: Uncas GP LLC, its General Partner | |||
|
By:
|
/s/ Scott D. Ferguson | |
Scott D. Ferguson | |||
Managing Member | |||
UNCAS GP LLC | |||
|
By:
|
/s/ Scott D. Ferguson | |
Scott D. Ferguson | |||
Managing Member | |||
SACHEM HEAD GP LLC | |||
|
By:
|
/s/ Scott D. Ferguson | |
Scott D. Ferguson | |||
Managing Member | |||
|
|
/s/ Scott D. Ferguson | |
Scott D. Ferguson | |||
CUSIP No. 26969P108
|
SCHEDULE 13D
|
Page 9 of 9
|
Exhibit Number
|
Description of Exhibits
|
Exhibit 99.1
|
Joint Filing Agreement, among Sachem Head Capital Management LP, Uncas GP LLC, Sachem Head GP LLC and Scott D. Ferguson.*
|
Exhibit 99.2
|
Trading data.*
|
Exhibit 99.3
|
Press Release and Letter to Shareholders, dated May 8, 2019.*
|
Exhibit 99.4
|
Form of Engagement and Indemnification Agreement entered into by and between Sachem Head Capital Management LP on behalf of Sachem Head LP and each Nominee.*
|
Exhibit 99.5
|
Trading data.*
|
Exhibit 99.6
|
Trading data.
|
Name |
Trade Date |
Buy/Sell |
No. of Shares/
Quantity
|
Unit Cost/
Proceeds
|
Security |
Expiration
Date
|
Sachem Head LP
|
8/3/2020
|
Buy
|
392
|
80.23
|
Common stock*
|
N/A
|
Sachem Head LP
|
8/4/2020
|
Sell
|
122,902
|
82.41
|
Common stock
|
N/A
|
Sachem Head LP
|
8/5/2020
|
Sell
|
27,660
|
83.21
|
Common stock
|
N/A
|
Sachem Head LP
|
9/1/2020
|
Buy
|
1,014
|
81.77
|
Common stock*
|
N/A
|
Sachem Head LP
|
9/18/2020
|
Sell
|
6,928
|
88.61
|
Common stock
|
N/A
|
Sachem Head LP
|
9/22/2020
|
Sell
|
26,704
|
87.23
|
Common stock
|
N/A
|
Sachem Head LP
|
10/1/2020
|
Sell
|
3,421
|
86.32
|
Common stock*
|
N/A
|
Sachem Head LP
|
10/2/2020
|
Sell
|
113,915
|
88.22
|
Common stock
|
N/A
|
Sachem Head Master LP
|
8/3/2020
|
Sell
|
392
|
80.23
|
Common stock*
|
N/A
|
Sachem Head Master LP
|
8/4/2020
|
Sell
|
99,264
|
82.41
|
Common stock
|
N/A
|
Sachem Head Master LP
|
8/5/2020
|
Sell
|
22,340
|
83.21
|
Common stock
|
N/A
|
Sachem Head Master LP
|
9/1/2020
|
Sell
|
1,014
|
81.77
|
Common stock*
|
N/A
|
Sachem Head Master LP
|
9/18/2020
|
Sell
|
5,582
|
88.61
|
Common stock
|
N/A
|
Sachem Head Master LP
|
9/22/2020
|
Sell
|
21,515
|
87.23
|
Common stock
|
N/A
|
Sachem Head Master LP
|
10/1/2020
|
Buy
|
3,421
|
86.32
|
Common stock*
|
N/A
|
Sachem Head Master LP
|
10/2/2020
|
Sell
|
92,565
|
88.22
|
Common stock
|
N/A
|
SH Old Quarry Master Ltd.
|
9/18/2020
|
Sell
|
8,090
|
88.61
|
Common stock
|
N/A
|
SH Old Quarry Master Ltd.
|
9/22/2020
|
Sell
|
31,181
|
87.23
|
Common stock
|
N/A
|
SH Old Quarry Master Ltd.
|
10/2/2020
|
Sell
|
133,520
|
88.22
|
Common stock
|
N/A
|