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Hill City Capital’s James Hardie Industries JHX Stock Holding History

Hill City Capital’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
Q1 		$106M Buy
5,621,700
+501,500
+10% +$11.3M 3.8% 10
2025
Q4 		$106M Buy
5,120,200
+901,700
+21% +$18.1M 4.01% 9
2025
Q3 		$81M Buy
+4,218,500
New +$101M 3.43% 11

Other funds holding JHX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Hill City Capital's JHX Position: Q1 2026 in Review

Hill City Capital increased its James Hardie Industries (JHX) stake by 9.8% in Q1 2026, buying an estimated $11.3M and bringing the position to 5,621,700 shares worth $106M. The position accounts for 3.8% of the portfolio, ranked #10.

Hill City Capital first reported a position in JHX in Q3 2025 and has held it in 3 quarters since. 297 funds tracked by Wall St. Rank hold JHX as of Q1 2026.

  • Hill City Capital held 5,621,700 shares of James Hardie Industries worth $106M as of Q1 2026.
  • Hill City Capital bought 501,500 James Hardie Industries shares in Q1 2026, an estimated $11.3M.
  • James Hardie Industries made up 3.8% of Hill City Capital's portfolio in Q1 2026, its #10 holding.
  • Hill City Capital first reported a position in James Hardie Industries in Q3 2025 and has held it in 3 quarters since.
  • 297 funds tracked by Wall St. Rank held James Hardie Industries as of Q1 2026.

Based on Hill City Capital's 13F filing for Q1 2026, filed 15 May 2026.