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JHX position history

The shares of James Hardie Industries (JHX) that D1 Capital Partners L.P. reported in each quarter’s 13F.

Equity, ORD SHS

Shares held by quarter

New Add Reduce Exit

  1. 2025 Q3: 18,997,847 shares, $365M, 4.2% of portfolio, New
  2. 2025 Q4: 24,402,713 shares, $506M, 4.7% of portfolio, Add +28.4%
  3. 2026 Q1: 28,300,283 shares, $536M, 4.8% of portfolio, Add +16.0%
  4. 2026 Q2: 27,545,516 shares, $721M, 2.1% of portfolio, Reduce −2.7%
Holdings date Value % of holdings Shares Filing date All 13F holders