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 Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $240.02 M.
Top institutional holders include Steven Cohen and Renaissance Technologies (RenTech).
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $329,853.17 net outflow during the quarter.
Recent activity highlights Mairs and Power who increased their stake by 165.5%. Conversely, Cliff Asness reduced exposure by 81.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for James Hardie Industries plc (JHX)
Major holders include Steven Cohen ($118.86 M), Renaissance Technologies (RenTech) ($72.72 M), Louis Moore Bacon ($12.22 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 11.56 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $329,853.17, with 4 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited JHX. The total reported sell value was $27.63 M.
Yes, 1 managers opened new positions in JHX, and 3 increased their existing holdings. The total reported buy value was $27.3 M.
