ValuationViz

JHX fund manager activity

James Hardie Industries plc · NYSE. Reported by 6 tracked fund managers in their 13F filings, Q3 2025 to Q2 2026.

Q4 2025

ManagerActivitySharesValue% of portfolioFiled
Dan Sundheim - D1 Capital PartnersAdded24,402,713$506,356,2954.73%Feb 17, 2026
First Eagle Investment ManagementAdded29,676$615,7770.00%Feb 4, 2026
Joel Greenblatt - Gotham Asset ManagementTrimmed487,012$10,105,4990.04%Feb 17, 2026
Mairs & Power FundsNew90,673$1,881,4650.02%Feb 17, 2026

Q3 2025

ManagerActivitySharesValue% of portfolioFiled
Dan Sundheim - D1 Capital PartnersNew18,997,847$364,948,6414.19%Nov 14, 2025
First Eagle Investment ManagementNew19,676$377,9760.00%Nov 12, 2025
Joel Greenblatt - Gotham Asset ManagementNew1,564,473$30,053,5260.13%Nov 14, 2025

Newer quarters