JHX fund manager activity
James Hardie Industries plc · NYSE. Reported by 6 tracked fund managers in their 13F filings, Q3 2025 to Q2 2026.
Q2 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Ron Baron - Baron Capital | New | 1,221,587 | $31,981,148 | 0.05% | Aug 14, 2026 |
| Dan Sundheim - D1 Capital Partners | Trimmed | 27,545,516 | $721,141,609 | 2.07% | Aug 14, 2026 |
| First Eagle Investment Management | Added | 48,176 | $1,261,248 | 0.00% | Aug 24, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 616,824 | $16,148,452 | 0.04% | Aug 14, 2026 |
| Mairs & Power Funds | Trimmed | 240,716 | $6,301,945 | 0.06% | Aug 14, 2026 |
| Lee Ainslie - Maverick Capital | Sold out | — | — | 0.00% | Aug 14, 2026 |
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Dan Sundheim - D1 Capital Partners | Added | 28,300,283 | $536,007,360 | 4.77% | May 15, 2026 |
| First Eagle Investment Management | Added | 31,176 | $590,473 | 0.00% | May 14, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 481,722 | $9,123,815 | 0.03% | May 15, 2026 |
| Mairs & Power Funds | Added | 240,761 | $4,560,013 | 0.05% | May 14, 2026 |
| Lee Ainslie - Maverick Capital | New | 35,531 | $672,957 | 0.01% | May 15, 2026 |
Older quarters