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 Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $219.33 M.
Top institutional holders include Steven Cohen and Renaissance Technologies (RenTech).
Institutional sentiment is currently Bullish. This is evidenced by a $49.12 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies (RenTech) who opened a new position. Conversely, Joel Greenblatt reduced exposure by 68.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for James Hardie Industries plc (JHX)
Major holders include Steven Cohen ($151.54 M), Renaissance Technologies (RenTech) ($53.64 M), Louis Moore Bacon ($21.13 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 11.58 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $49.12 M, with 6 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited JHX. The total reported sell value was $22.36 M.
Yes, 2 managers opened new positions in JHX, and 4 increased their existing holdings. The total reported buy value was $71.48 M.
