James Hardie Industries plc (JHX) 13F Holdings Overview (Q2 2026)

JHX ranks #1806 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

JHX is a disclosed holding of Israel Englander (Millennium Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.1% of that fund's own 13F portfolio.

JHX is a top-conviction position for RDST Capital LLC — at 8.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in JHX belongs to Wellington Management Group LLP, but the position matters far more to RDST Capital LLC, who has 8.7% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Fidelity has added to its JHX position for two straight quarters, increasing it by $759.3M to reach $989.4M today.

Ken Griffin has trimmed its JHX position for two straight quarters, cutting it by $128.4M while still holding $38.4M.

JHX is down 0.7% today, but institutions show net buying of $881.6M this quarter — a divergence between today's price move and the underlying institutional flow.

JHX closed its latest fiscal year with net income of $104.0M, and currently trades at a P/E of 155.8.

• Profitable — net income of $104.0M in the latest fiscal year
• Revenue grew 24.7% year over year
• Net income declined year over year, from $424.0M to $104.0M
• Generated $589.8M in positive operating cash flow
• Current ratio of 1.58x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.13x equity — within a conventional range