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Cercano Management’s James Hardie Industries JHX Stock Holding History

Cercano 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 		$8.86M Buy
338,568
+147,907
+78% +$3.25M 1.18% 13
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

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
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
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
JP Morgan Chase
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

Cercano Management's JHX Position: Q2 2026 in Review

Cercano Management increased its James Hardie Industries (JHX) stake by 78% in Q2 2026, buying an estimated $3.25M and bringing the position to 338,568 shares worth $8.86M. The position accounts for 1.18% of the portfolio, ranked #13.

Cercano Management first reported a position in JHX in Q3 2025 and has held it in 3 quarters since. 342 funds tracked by Wall St. Rank hold JHX as of Q2 2026.

  • Cercano Management held 338,568 shares of James Hardie Industries worth $8.86M as of Q2 2026.
  • Cercano Management bought 147,907 James Hardie Industries shares in Q2 2026, an estimated $3.25M.
  • James Hardie Industries made up 1.18% of Cercano Management's portfolio in Q2 2026, its #13 holding.
  • Cercano Management first reported a position in James Hardie Industries in Q3 2025 and has held it in 3 quarters since.
  • 342 funds tracked by Wall St. Rank held James Hardie Industries as of Q2 2026.

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