Follow-The-Filings

Security · featured owners

JHX James Hardie Inds PLC

ORD SHS Equity as of 2026 Q2 among managers we track

  • 5 Owners
  • Max 2.1%
  • $778M
  • 1 new 1 add 3 reduce 2 exits

Who owns this now

Largest portfolio weights among featured holders · max 2.1% (Dan Sundheim - D1 Capital...) · not free-float ownership

  1. Dan Sundheim reduce 2.1%
  2. Davidson Kempner Capital Mana... reduce 0.21%
  3. Mairs & Power reduce 0.06%
  4. Ron Baron new 0.05%

holders

sorted by value · long equity only · current book 2026 Q2 · exits show last held size · open a manager for their book

history
Dan Sundheim - D1 Capital Partners 2026 Q2 2.1% Reduce −2.7% 27,545,516 $721M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.05% New 0.05% 1,221,587 $32M history
Davidson Kempner Capital Management 2026 Q2 0.21% Reduce −35.7% 675,000 $18M history
Mairs & Power 2026 Q2 0.06% Reduce 0.0% 240,716 $6M history
First Eagle Investment Management 2026 Q2 <0.01% Add +54.5% 48,176 $1M history
Senator Investment Group exited 2026 Q2 last 2026 Q1 0.96% Exit −0.96 pp 1,106,597 $21M history
Lee Ainslie - Maverick Capital exited 2026 Q2 last 2026 Q1 0.01% Exit −0.01 pp 35,531 $673K history

5 current · 2 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2026
Revenue $4.84B
Gross profit $1.73B
Gross margin * 35.8%
Net income $104M
Net margin * 2.2%

Balance sheet

Metric FY2026
Total current assets $1.83B
Total non-current assets * $11.86B
Total assets $13.69B
Total current liabilities $1.16B
Total non-current liabilities * $6.11B
Total equity $6.43B

Cash flow

Metric FY2026
Cash from operations $589.8M
Cash from investing -$4.21B
Cash from financing $3.35B
Net change in cash -$261.2M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders