Evergreen Capital Management’s James Hardie Industries JHX Stock Holding History

Evergreen Capital 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
2025 Q4	–	Sell	-11,542	Closed	-$222K	–	1470
2025 Q3	$222K	Buy	+11,542	New	+$276K	0.01%	1167
2025 Q1	–	Sell	-7,029	Closed	-$217K	–	1138
2024 Q4	$217K	Sell	7,029 -386	-5%	-$13.3K	0.01%	938
2024 Q3	$298K	Buy	7,415 +733	+11%	+$25.7K	0.01%	717
2024 Q2	$211K	Buy	6,682 +559	+9%	+$19.2K	0.01%	840
2024 Q1	$248K	Buy	6,123 +209	+4%	+$8.04K	0.01%	710
2023 Q4	$229K	Buy	+5,914	New	+$178K	0.01%	715

Other funds holding JHX

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

DCP

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

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

SPC

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

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

Evergreen Capital Management's JHX Position: Q4 2025 in Review

Evergreen Capital Management sold out of James Hardie Industries (JHX) in Q4 2025, closing a stake of 11,542 shares — an estimated $222K sold.

Evergreen Capital Management first reported a position in JHX in Q4 2023 and held it in 6 quarters. The position peaked at $298K in Q3 2024. 291 funds tracked by Wall St. Rank hold JHX as of Q4 2025.

Evergreen Capital Management reported no remaining James Hardie Industries position as of Q4 2025 after selling out during the quarter.
Evergreen Capital Management sold 11,542 James Hardie Industries shares in Q4 2025, an estimated $222K.
Evergreen Capital Management first reported a position in James Hardie Industries in Q4 2023 and held it in 6 quarters.
Evergreen Capital Management's James Hardie Industries position peaked at $298K in Q3 2024.
291 funds tracked by Wall St. Rank held James Hardie Industries as of Q4 2025.

Based on Evergreen Capital Management's 13F filing for Q4 2025, filed 27 Jan 2026.