Jeff Yass’s James Hardie Industries JHX Stock Holding History

Jeff Yass’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	$7.42M	Sell	283,300 -285,600	-50%	-$6.28M	﹤0.01%	3884
2026 Q1	$10.8M	Buy	568,900 +361,000	+174%	+$8.12M	﹤0.01%	3008
2025 Q4	$4.31M	Sell	207,900 -877,700	-81%	-$17.6M	﹤0.01%	4253
2025 Q3	$20.9M	Buy	1,085,600 +1,050,300	+2,975%	+$25.2M	﹤0.01%	2160
2025 Q2	$949K	Buy	+35,300	New	+$853K	﹤0.01%	7566
2024 Q2	–	Sell	-11,000	Closed	-$445K	–	12660
2024 Q1	$445K	Buy	11,000 +4,100	+59%	+$158K	﹤0.01%	8791
2023 Q4	$267K	Buy	+6,900	New	+$207K	﹤0.01%	10072

Other funds holding JHX

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

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 New York $276B AUM 44.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

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

Jeff Yass's JHX Position: Q2 2026 in Review

Jeff Yass increased its James Hardie Industries (JHX) stake by 674% in Q2 2026, buying an estimated $21.5M and bringing the position to 1,123,446 shares worth $29.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2040.

Jeff Yass first reported a position in JHX in Q1 2025 and has held it in 6 quarters since. 339 funds tracked by Wall St. Rank hold JHX as of Q2 2026.

Jeff Yass held 1,123,446 shares of James Hardie Industries worth $29.4M as of Q2 2026.
Jeff Yass bought 978,228 James Hardie Industries shares in Q2 2026, an estimated $21.5M.
James Hardie Industries made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #2040 holding.
Jeff Yass first reported a position in James Hardie Industries in Q1 2025 and has held it in 6 quarters since.
339 funds tracked by Wall St. Rank held James Hardie Industries as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.