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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
Q2 		$150M Buy
5,723,900
+102,200
+2% +$2.25M 3.5% 8
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 $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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Hill City Capital's JHX Position: Q2 2026 in Review

Hill City Capital increased its James Hardie Industries (JHX) stake by 1.8% in Q2 2026, buying an estimated $2.25M and bringing the position to 5,723,900 shares worth $150M. The position accounts for 3.5% of the portfolio, ranked #8.

Hill City Capital 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.

  • Hill City Capital held 5,723,900 shares of James Hardie Industries worth $150M as of Q2 2026.
  • Hill City Capital bought 102,200 James Hardie Industries shares in Q2 2026, an estimated $2.25M.
  • James Hardie Industries made up 3.5% of Hill City Capital's portfolio in Q2 2026, its #8 holding.
  • Hill City Capital 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 Hill City Capital's 13F filing for Q2 2026, filed 13 Aug 2026.