JHX in the 13F filings

James Hardie Inds PLC · CUSIP G4253H101

Quarter

Q3 2026 · early filers Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025

Quarter end: 31 Dec 2025; the date the book describes
Filed: 17 Feb 2026; latest of these filings; the earliest 22 Jan 2026
Managers listing it: 28; at least, of 95 tracked, among listed positions
Comparable managers: 92; filed both Q3 2025 and Q4 2025; 10 listed it in both
Shares listed: 133,603,820; combined, among listed positions
Reported value: $2.8bn; combined, at the quarter end

Among the 92 comparable managers: 21 buyers (opened or added shares) and 8 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +15,515,972.

Managers listing JHX in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

28 of 28 holders

				Action		Filing
Wellington Management Group LLP	52,410,634	$1.1bn	0.19%	Added	+1,760,903	17 Feb 2026 (the filing on sec.gov)
D1 Capital Partners LP	24,402,713	$506m	4.73%	Added	+5,404,866	17 Feb 2026 (the filing on sec.gov)
MFS Investment Management	12,633,600	$262m	0.08%	Trimmed	-967,270	22 Jan 2026 (the filing on sec.gov)
Fidelity (FMR LLC)	11,088,502	$230m	under 0.1%	Trimmed	-781,991	17 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC	7,602,079	$158m	under 0.1%	Added	+6,192,167	17 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP	7,303,019	$152m	0.17%	Added	+411,010	17 Feb 2026 (the filing on sec.gov)
Millennium Management LLC	3,558,658	$74m	under 0.1%	Added	+18,249	17 Feb 2026 (the filing on sec.gov)
Capital World Investors	3,114,408	$65m	under 0.1%	Trimmed	-1,368,709	11 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC	2,585,089	$54m	0.08%	New	new	12 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP	2,045,950	$42m	under 0.1%	Added	+586,790	13 Feb 2026 (the filing on sec.gov)
Woodline Partners LP	1,603,746	$33m	0.13%	Added	+726,650	17 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC	1,023,450	$21m	0.09%	Trimmed	-314,413	17 Feb 2026 (the filing on sec.gov)
Moore Capital Management LP	1,018,534	$21m	0.30%	Added	+339,512	17 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP	635,336	$13m	under 0.1%	New	new	13 Feb 2026 (the filing on sec.gov)
Man Group PLC	464,433	$9.6m	under 0.1%	Added	+345,569	17 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC	398,511	$8.3m	under 0.1%	Added	+29,544	13 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp	366,799	$7.6m	under 0.1%	Added	+16,039	17 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP	278,345	$5.8m	under 0.1%	Added	+221,598	17 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC	253,174	$5.3m	under 0.1%	New	new	13 Feb 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP	178,180	$3.7m	under 0.1%	Trimmed	-196,084	13 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC	99,708	$2.1m	under 0.1%	Trimmed	-249,701	17 Feb 2026 (the filing on sec.gov)
Holocene Advisors LP	98,794	$2.0m	under 0.1%	Added	+43,155	17 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP	98,011	$2.0m	0.07%	Added	+27,430	10 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP	91,054	$1.9m	under 0.1%	Added	+55,666	17 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC	86,710	$1.8m	under 0.1%	Trimmed	-250,796	13 Feb 2026 (the filing on sec.gov)

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Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Citadel Advisors LLCexisting position · 7,602,079 shares now+6,192,167
D1 Capital Partners LPexisting position · 24,402,713 shares now+5,404,866
Renaissance Technologies LLCnew position · 2,585,089 shares now+2,585,089
Wellington Management Group LLPexisting position · 52,410,634 shares now+1,760,903
Woodline Partners LPexisting position · 1,603,746 shares now+726,650

Reductions

Capital World Investorsexisting position · 3,114,408 shares now-1,368,709
MFS Investment Managementexisting position · 12,633,600 shares now-967,270
Fidelity (FMR LLC)existing position · 11,088,502 shares now-781,991
Schonfeld Strategic Advisors LLCexisting position · 1,023,450 shares now-314,413
Verition Fund Management LLCexisting position · 86,710 shares now-250,796

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (1)

D. E. Shaw & Co.was $634k

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.

1 in Q2 2025 to 21 in Q2 2026

Tracked managers listing it, at least.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

JHX and LIN →JHX and GLW →JHX and HWM →Choose a stock to compare with JHX →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own JHX, latest filings →Back to the 13F Explorer →

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Quarter	Holders	Reported value	Buyers	Sellers
Q2 2025	1	$31m	1	0
Q3 2025	10	$1.9bn	10	0
Q4 2025	12	$2.2bn	21	8
Q1 2026	17	$2.8bn	17	14
Q2 2026	21	$4.1bn	17	19