ACK Asset Management’s James Hardie Industries JHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$39.8M Hold
2,100,000
4.96% 11
2025
Q4
$43.6M Hold
2,100,000
5.47% 8
2025
Q3
$40.3M Buy
+2,100,000
New +$50.3M 5.05% 10

Other funds holding JHX

ACK Asset Management's JHX Position: Q1 2026 in Review

ACK Asset Management held its James Hardie Industries (JHX) position steady in Q1 2026 at 2,100,000 shares worth $39.8M. The position accounts for 4.96% of the portfolio, ranked #11.

ACK Asset Management first reported a position in JHX in Q3 2025 and has held it in 3 quarters since. The position peaked at $43.6M in Q4 2025. 297 funds tracked by Wall St. Rank hold JHX as of Q1 2026.

  • ACK Asset Management held 2,100,000 shares of James Hardie Industries worth $39.8M as of Q1 2026.
  • ACK Asset Management left its James Hardie Industries share count unchanged in Q1 2026.
  • James Hardie Industries made up 4.96% of ACK Asset Management's portfolio in Q1 2026, its #11 holding.
  • ACK Asset Management first reported a position in James Hardie Industries in Q3 2025 and has held it in 3 quarters since.
  • ACK Asset Management's James Hardie Industries position peaked at $43.6M in Q4 2025.
  • 297 funds tracked by Wall St. Rank held James Hardie Industries as of Q1 2026.

Based on ACK Asset Management's 13F filing for Q1 2026, filed 15 May 2026.