Cercano 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
$3.61M Buy
+190,661
New +$4.29M 0.16% 72
2025
Q4
Sell
-237,647
Closed -$4.57M 155
2025
Q3
$4.57M Buy
+237,647
New +$5.69M 0.17% 70

Other funds holding JHX

Cercano Management's JHX Position: Q1 2026 in Review

Cercano Management opened a new position in James Hardie Industries (JHX) in Q1 2026: 190,661 shares worth $3.61M. The stake represents 0.16% of the portfolio and ranks #72 among its holdings. This is a return to the name: Cercano Management previously reported a position in JHX as recently as Q3 2025.

Cercano Management first reported a position in JHX in Q3 2025 and has held it in 2 quarters since. The position peaked at $4.57M in Q3 2025. 297 funds tracked by Wall St. Rank hold JHX as of Q1 2026.

  • Cercano Management held 190,661 shares of James Hardie Industries worth $3.61M as of Q1 2026.
  • James Hardie Industries was a new Cercano Management position in Q1 2026.
  • James Hardie Industries made up 0.16% of Cercano Management's portfolio in Q1 2026, its #72 holding.
  • Cercano Management first reported a position in James Hardie Industries in Q3 2025 and has held it in 2 quarters since.
  • Cercano Management's James Hardie Industries position peaked at $4.57M in Q3 2025.
  • 297 funds tracked by Wall St. Rank held James Hardie Industries as of Q1 2026.

Based on Cercano Management's 13F filing for Q1 2026, filed 13 May 2026.