Guru Ownership Trend
Guru Analysis for James Hardie Industries plc (JHX)
James Hardie Industries plc (JHX), a key player in the Materials sector, continues to attract institutional attention.
As of Q2 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $263.99 M.
Top institutional holders include Steven Cohen and Renaissance Technologies (RenTech).
Institutional sentiment is currently Bearish. This is evidenced by a $75.31 M net outflow during the quarter.
Recent activity highlights Ray Dalio who opened a new position. Conversely, Renaissance Technologies (RenTech) reduced exposure by 44.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for James Hardie Industries plc (JHX)
Major holders include Steven Cohen ($115.82 M), Renaissance Technologies (RenTech) ($55.52 M), Louis Moore Bacon ($18.25 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 8.68 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $75.31 M, with 6 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited JHX. The total reported sell value was $94.14 M.
Yes, 2 managers opened new positions in JHX, and 4 increased their existing holdings. The total reported buy value was $18.83 M.
