Which hedge funds own JHX? JAMES HARDIE INDS PLC, Q2 2026 13F holders
Basic Materials · Open on the interactive board
65 of the hedge funds tracked by WhaleCreep disclosed a position in JHX (JAMES HARDIE INDS PLC) in their Q2 2026 13F filings, worth $2.8bn in total. The largest holder by portfolio weight is Rdst Capital LLC at 8.7% of its book. 18 managers opened a new position this quarter: Palestra Capital Management LLC, Masterton Capital Management, LP, Catalyst Funds Management Pty LTD, KR Capital LP. 15 exited: Atom Investors LP, Caption Management, LLC, Concentric Capital Strategies, LP.
Who discovered JHX first?
Earliest meaningful positions among the 28 tracked managers we observed opening JHX since Q2 2025.
1 Long Pond Capital, LP First reported Q3 2025 High conviction 10.1%initial weight · $139.2m Exitedby Q2 2026 · held 2q +48%stock since Q3 2025
Weight of Long Pond Capital, LP's 13F book in JHX, by quarter
- 10.1% peak weight, Q3 2025
- $139.2m peak reported value
- 2 quarters held
- 3q before the median tracked entry
The stock's split-adjusted price moved +48% between Q3 2025 and Q1 2026, the last quarter this manager reported the position.
2 D1 Capital Partners L.P. First reported Q3 2025 4.2%initial weight · $364.9m 2.1%still holding · 4q +104%stock since Q3 2025
Weight of D1 Capital Partners L.P.'s 13F book in JHX, by quarter
- 4.8% peak weight, Q1 2026
- $721.1m peak reported value
- 4 quarters held
- 3q before the median tracked entry
The stock's split-adjusted price moved +104% from Q3 2025 to Q2 2026.
3 Senator Investment Group LP First reported Q3 2025 · ≥1% from Q4 2025 0.6%initial weight · $17.6m Exitedby Q2 2026 · held 3q +48%stock since Q3 2025
Weight of Senator Investment Group LP's 13F book in JHX, by quarter
- 1.5% peak weight, Q4 2025
- $37.9m peak reported value
- 3 quarters held
- 3q before the median tracked entry
The stock's split-adjusted price moved +48% between Q3 2025 and Q1 2026, the last quarter this manager reported the position.
54 managers already held JHX when our coverage of them began
Rdst Capital LLC (Q1 2026), Sea Cliff Partners Management, LP (Q1 2026), Ack Asset Management LLC (Q1 2026), Bwcp, LP (Q1 2026), Heights Point Management, LP (Q1 2026), Beaconlight Capital, LLC (Q1 2026), Hill City Capital, LP (Q1 2026), Diameter Capital Partners LP (Q1 2026), Ionic Capital Management LLC (Q1 2026), Elwood Capital Partners LP (Q1 2026), Slate Path Capital LP (Q1 2026), Formula Growth LTD (Q1 2026), Game Creek Capital, LP (Q1 2026), Canyon Capital Advisors LLC (Q1 2026), Clearline Capital LP (Q1 2026), Cercano Management LLC (Q1 2026), Merewether Investment Management, LP (Q1 2026), Kinetic Partners Management, LP (Q1 2026), Alyeska Investment Group, L.P. (Q1 2026), HighVista Strategies LLC (Q1 2026), Qsemble Capital Management, LP (Q1 2026), ArrowMark Colorado Holdings LLC (Q1 2026), Okabena Investment Services INC (Q1 2026), Davidson Kempner Capital Management LP (Q1 2026) and 30 more.
Their first filing on record already includes JHX, so when they first bought it is unknown. They are not ranked above.
View discovery timeline
Dots mark the ranked managers' first reported quarters. Price is the quarter-end price implied by 13F filings, split-adjusted, shown from Q2 2025 where the series is continuous. Coverage widened in Q1 2026 from about a hundred managers to over a thousand, so holders and new holders are shown relative to the managers filing each quarter.
How this is calculated
13F filings are quarterly snapshots of long US-listed equity positions. They do not show exact purchase dates, intra-quarter trading, short positions, most derivatives, or a manager's actual performance. "First reported" is the first quarter-end filing that shows the position.
A manager is ranked only if we observed it filing, without JHX, within two quarters before its first position. Ranking is by the first quarter the position reached 1% of the manager's 13F book in a run of at least 2 filings, then by peak weight. "High conviction" means a peak weight of at least 5%.
Stock changes are the split-adjusted change in the quarter-end price implied by 13F filings, excluding dividends. They describe the stock over the period, not the return any manager earned. Phases are cut where the share of tracked managers holding JHX passed one third and two thirds of its peak.
Which hedge funds hold JHX? Current holders by portfolio weight
| Manager | As of | Weight of book | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|
| Rdst Capital LLC | Q2 2026 | 8.7% | $105.1m | 4,015,067 | 24% | added |
| Sea Cliff Partners Management, LP | Q2 2026 | 7.4% | $16.8m | 640,270 | -11% | reduced |
| Ack Asset Management LLC | Q2 2026 | 6.4% | $55.0m | 2,100,000 | 0% | held |
| Bwcp, LP | Q2 2026 | 5.2% | $36.1m | 1,380,185 | 14% | added |
| Heights Point Management, LP | Q2 2026 | 4.8% | $6.0m | 228,442 | 12% | added |
| Beaconlight Capital, LLC | Q2 2026 | 3.8% | $8.5m | 326,195 | 112% | added |
| Palestra Capital Management LLC | Q2 2026 | 3.7% | $108.1m | 4,130,497 | – | new |
| Hill City Capital, LP | Q2 2026 | 3.5% | $149.9m | 5,723,900 | 2% | added |
| Masterton Capital Management, LP | Q2 2026 | 3.5% | $4.1m | 157,380 | – | new |
| Diameter Capital Partners LP | Q2 2026 | 3.3% | $30.7m | 1,172,112 | 2244% | added |
| Ionic Capital Management LLC | Q2 2026 | 2.9% | $3.0m | 116,127 | 9% | added |
| Elwood Capital Partners LP | Q2 2026 | 2.4% | $3.3m | 125,000 | 67% | added |
| Slate Path Capital LP | Q2 2026 | 2.2% | $157.6m | 6,021,000 | 12% | added |
| D1 Capital Partners L.P. | Q2 2026 | 2.1% | $721.1m | 27,545,516 | -3% | reduced |
| Formula Growth LTD | Q2 2026 | 1.7% | $5.0m | 189,765 | -20% | reduced |
| Game Creek Capital, LP | Q2 2026 | 1.5% | $3.4m | 130,000 | -4% | reduced |
| Canyon Capital Advisors LLC | Q2 2026 | 1.4% | $12.7m | 484,748 | 22% | added |
| Clearline Capital LP | Q2 2026 | 1.3% | $19.7m | 751,535 | -2% | reduced |
| Cercano Management LLC | Q2 2026 | 1.2% | $8.9m | 338,568 | 78% | added |
| Merewether Investment Management, LP | Q2 2026 | 1.0% | $54.0m | 2,064,029 | 5% | added |
| Kinetic Partners Management, LP | Q2 2026 | 0.8% | $34.0m | 1,300,000 | -24% | reduced |
| Catalyst Funds Management Pty LTD | Q2 2026 | 0.6% | $11.4m | 434,572 | – | new |
| KR Capital LP | Q2 2026 | 0.6% | $6.0m | 230,017 | – | new |
| Alyeska Investment Group, L.P. | Q2 2026 | 0.6% | $228.8m | 8,737,905 | 12% | added |
| Maplelane Capital, LLC | Q2 2026 | 0.6% | $13.6m | 518,400 | – | new |
| Turas Capital Management LP | Q2 2026 | 0.5% | $1.1m | 43,700 | – | new |
| HighVista Strategies LLC | Q2 2026 | 0.5% | $2.2m | 85,198 | 30% | added |
| Moore Capital Management, LP | Q2 2026 | 0.4% | $18.2m | 696,924 | 8% | added |
| Qsemble Capital Management, LP | Q2 2026 | 0.4% | $3.2m | 120,371 | 19% | added |
| ArrowMark Colorado Holdings LLC | Q2 2026 | 0.3% | $8.2m | 314,000 | 4% | added |
| Okabena Investment Services INC | Q2 2026 | 0.3% | $1.8m | 68,034 | 12% | added |
| Davidson Kempner Capital Management LP | Q2 2026 | 0.3% | $17.7m | 675,000 | -36% | reduced |
| Schonfeld Strategic Advisors LLC | Q2 2026 | 0.3% | $52.1m | 1,988,369 | -41% | reduced |
| Engineers Gate Manager LP | Q2 2026 | 0.3% | $19.4m | 739,441 | 154% | added |
| Millennium Management LLC | Q2 2026 | 0.2% | $368.8m | 14,088,186 | 318% | added |
| Trexquant Investment LP | Q2 2026 | 0.2% | $31.9m | 1,219,091 | 200% | added |
| Cinctive Capital Management LP | Q2 2026 | 0.2% | $4.8m | 181,739 | 87% | added |
| Y-Intercept (Hong Kong) LTD | Q2 2026 | 0.1% | $6.6m | 253,354 | – | new |
| Qube Research & Technologies LTD | Q2 2026 | 0.1% | $114.0m | 4,355,478 | 1175% | added |
| Holocene Advisors, LP | Q2 2026 | 0.1% | $53.2m | 2,032,071 | -13% | reduced |
| Walleye Capital LLC | Q2 2026 | 0.1% | $25.5m | 974,128 | 417% | added |
| Steadfast Capital Management LP | Q2 2026 | 0.1% | $3.8m | 144,800 | 0% | held |
| CastleKnight Management LP | Q2 2026 | 0.1% | $2.6m | 100,900 | -33% | reduced |
| Squarepoint Ops LLC | Q2 2026 | 0.1% | $47.7m | 1,820,142 | – | new |
| Saba Capital Management, L.P. | Q2 2026 | 0.1% | $2.9m | 110,325 | – | new |
| Marshall Wace, LLP | Q2 2026 | 0.1% | $104.6m | 3,993,645 | 95% | added |
| Prelude Capital Management, LLC | Q2 2026 | 0.1% | $1.0m | 39,112 | 46% | added |
| Lighthouse Investment Partners, LLC | Q2 2026 | 0.1% | $2.4m | 91,866 | – | new |
| Laurion Capital Management LP | Q2 2026 | 0.1% | $962.2k | 36,755 | -5% | reduced |
| Jain Global LLC | Q2 2026 | 0.1% | $5.9m | 225,392 | 1516% | added |
| Dark Forest Capital Management LP | Q2 2026 | 0.1% | $1.0m | 39,798 | – | new |
| Adage Capital Partners GP, L.L.C. | Q2 2026 | 0.1% | $47.5m | 1,815,375 | -50% | reduced |
| Quantbot Technologies LP | Q2 2026 | 0.1% | $1.4m | 53,578 | -34% | reduced |
| Brevan Howard Capital Management LP | Q2 2026 | 0.1% | $3.7m | 141,295 | – | new |
| Tudor Investment Corp ET AL | Q2 2026 | 0.0% | $9.6m | 366,799 | 0% | held |
| Bridgewater Associates, LP | Q2 2026 | 0.0% | $6.9m | 263,565 | – | new |
| Quarry LP | Q2 2026 | 0.0% | $172.9k | 6,605 | – | new |
| Balyasny Asset Management L.P. | Q2 2026 | 0.0% | $14.8m | 565,245 | -66% | reduced |
| Entropy Technologies, LP | Q2 2026 | 0.0% | $664.1k | 25,365 | – | new |
| Citadel Advisors LLC | Q2 2026 | 0.0% | $34.8m | 1,328,668 | -73% | reduced |
| Hudson Bay Capital Management LP | Q2 2026 | 0.0% | $3.7m | 143,132 | 13% | added |
| Landscape Capital Management, L.L.C. | Q2 2026 | 0.0% | $210.4k | 8,038 | – | new |
| Capstone Investment Advisors, LLC | Q2 2026 | 0.0% | $646.2k | 24,683 | – | new |
| Two Sigma Investments, LP | Q2 2026 | 0.0% | $377.0k | 14,402 | – | new |
| Aqr Capital Management LLC | Q2 2026 | 0.0% | $463.1k | 17,688 | 41% | added |
Exited since the previous quarter
| Manager | Prior weight | Prior value |
|---|---|---|
| Atom Investors LP | 0.1% | $367.9k |
| Caption Management, LLC | 0.0% | $45.1k |
| Concentric Capital Strategies, LP | 0.2% | $279.2k |
| D. E. Shaw & Co., Inc. | 0.0% | $1.3m |
| Fox Run Management, L.L.C. | 0.1% | $408.6k |
| Long Pond Capital, LP | 8.7% | $21.9m |
| Machina Capital S.A.S. | 0.5% | $730.1k |
| Magnetar Financial LLC | 0.1% | $785.0k |
| Maverick Capital LTD | 0.0% | $673.0k |
| Occudo Quantitative Strategies LP | 1.9% | $11.9m |
| Scientech Research LLC | 0.2% | $242.7k |
| Senator Investment Group LP | 4.1% | $21.0m |
| Twinbeech Capital LP | 1.2% | $8.5m |
| Union Square Park Capital Management, LLC | 1.5% | $852.3k |
| Woodline Partners LP | 1.2% | $32.0m |
Held in a manager's last filing on record
These managers have not filed for the latest quarter; their last disclosure is dated.
| Manager | Last filing | Weight |
|---|---|---|
| point72 | Q2 2026 | 0.2% |
| renaissance | Q2 2026 | 0.1% |
How has hedge fund ownership of JHX changed?
| Quarter | Managers holding | Combined value |
|---|---|---|
| Q2 2026 | 67 | $3.0bn |
| Q1 2026 | 66 | $1.9bn |
| Q4 2025 | 10 | $839.8m |
| Q3 2025 | 8 | $691.8m |
| Q2 2025 | 1 | $430.9k |
Counts every tracked manager that disclosed JHX in that quarter's filing, including managers that have since stopped filing.