Follow The Filings

JHX James Hardie Industries PLC

Industrials, filed as JAMES HARDIE INDS PLC (ORD SHS), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2, sold by 3

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

In 2026 Q2, 1 manager opened a position, 1 added, 1 trimmed, and 2 sold out.

Who owns this now

Largest portfolio weights among holders, up to 2.1% (Dan Sundheim, D1 Capital Partners). 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%

Who owns JHX

Sorted by value, long equity only, as of 2026 Q2.

History
Dan Sundheim, D1 Capital Partners 2.1%, was 4.8% Small trim −2.7% 27,545,516 $721M History
Ron Baron, Bamco Inc. (Baron Capital) 0.05% New 0.05% 1,221,587 $32M History
Davidson Kempner Capital Management 0.21%, was 0.27% Reduce −35.7% 675,000 $18M History
Mairs & Power 0.06% Small trim 0.0% 240,716 $6.3M History
First Eagle Investment Management <0.01% Add +54.5% 48,176 $1.3M History
Senator Investment Group exited 2026 Q2 Last 2026 Q1 0.96% Exit −0.96% 1,106,597 $21M History
Lee Ainslie, Maverick Capital exited 2026 Q2 Last 2026 Q1 0.01% Exit −0.01% 35,531 $673K History

5 current, 2 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by JHX's executives, directors and 10% owners in the last 12 months, from their Form 4s

All JHX insider trades
  • $69K bought by 1 insider
  • $28.3M sold by 2 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Jonathan Skelly Pres. James Hardie NA
    Sale
    $2M 65,000 shares at $30.46 17% of stake
    Traded Aug 25 Filed Aug 27
    ↗
  2. Jesse G Singh Director
    Sale
    $26.3M 871,557 shares at $30.21
    Traded Aug 21–24 Filed Aug 25
    ↗
  3. Suzanne B Rowland Director
    Buy
    $69K 3,000 shares at $22.91 +25% to stake
    Traded Jun 2 Filed Jun 3
    ↗

Also filed in the last 12 months, not counted as buying or selling: 24 stock grants, 5 share withholdings for taxes, and 4 option exercises.

SEC filings

Recent issuer filings from EDGAR, 13 shown.

Filed Form Detail Links
8-K 5.02,7.01,9.01 Filing Doc
8-K 3.03,5.03,5.07,9.01 Filing Doc
8-K 1.01,7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
DEFA14A Filing Doc
8-K 2.02,9.01 Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
8-K 7.01,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 5 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.