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

ACK Asset Management’s Portfolio JHX Stock Details JHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$55M	Hold	2,100,000	–	–	6.42%	4
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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

HCC

Hill City Capital Boston, Massachusetts $4.28B AUM 80.76% 1-Year Est. Return

ACK Asset Management's JHX Position: Q2 2026 in Review

ACK Asset Management held its James Hardie Industries (JHX) position steady in Q2 2026 at 2,100,000 shares worth $55M. The position accounts for 6.42% of the portfolio, ranked #4.

ACK Asset Management first reported a position in JHX in Q3 2025 and has held it in 4 quarters since. 342 funds tracked by Wall St. Rank hold JHX as of Q2 2026.

ACK Asset Management held 2,100,000 shares of James Hardie Industries worth $55M as of Q2 2026.
ACK Asset Management left its James Hardie Industries share count unchanged in Q2 2026.
James Hardie Industries made up 6.42% of ACK Asset Management's portfolio in Q2 2026, its #4 holding.
ACK Asset Management first reported a position in James Hardie Industries in Q3 2025 and has held it in 4 quarters since.
342 funds tracked by Wall St. Rank held James Hardie Industries as of Q2 2026.

Based on ACK Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.